The Perspective Group, LLC
The idea of The Perspective Group started when Steve was driving home with his wife after hiking in the Rocky Mountains in 2003. Having just finished reading Good to Great, Steve realized that he needed to take a leap from Corporate America and venture out to follow his vision.
The mission. Steve set out to create a holistic financial services practice that listened better, cared more, and worked better than the current options he kept hearing about from family and friends. With focus, determination, and unwavering faith in what was to come, Steve created The Perspective Group - a firm dedicated to bringing a sound and creative perspective to investing and advising.
In 2013 Garrett joined the firm after spending time in Corporate America. Garrett has a tenacious appetite for uncovering value and uses his business savvy to identify compelling advice for our clients. He is a subtle comedian and can engage any guest in a delightful conversation. Before their careers took them down different paths, Garrett worked closely with Steve on a team challenged with taking successful retail concept from the United States and adapting it to Central America, South America, and the Caribbean markets. Through this, sometimes eye-opening experience, both learned firsthand what it takes to operate successfully in international markets.
Today, The Perspective Group is a vibrant and growing business that is evolving by intentional design. The firm continues to delight the select group of clients whom have welcomed The Perspective Group into their lives. Thank you for being a part of the journey.