About Us

Perspective 6 — comes from an art known as six-point perspective, where the viewer sees a complete 360 degree view on a single surface. We take a 360 degree look at your entire life situation, before making financial decisions.

YOUR LIFE ISN’T 2-DIMENSIONAL. NEITHER ARE YOUR FINANCES.

We look at all moving parts of your finances through the lens of your whole-life situation. This gives us a complete picture of where you are in life, where you’re going, and what you can do to get there.

We envision a society that has less stress about money and more capacity for good…

Because we believe money is the number one stressor draining energy, creativity, and joy from people’s lives, and it limits the value they bring the world and the legacy they leave.

Our organization is built on trust, focused on extraordinary client outcomes, well-being of employees, and committed to advancing a cause. If we do this first, sustainable profit will follow.

To learn more about our services and see important disclosures please visit our website www.perspective6group.com.