The Purpose of a Company Is to Serve Real People

We love this quote on the purpose of a company by David Packard:

“I think many people assume, wrongly, that a company exists simply to make money. While this is an important result of a company’s existence, we have to go deeper and find the real reasons for our being. As we investigate this, we inevitably come to the conclusion that a group of people get together and exist as an institution that we call a company so they are able to accomplish something collectively which they could not accomplish separately. They are able to do something worthwhile– they make a contribution to society (a phrase which sounds trite but is fundamental).”

At Nebo Wealth, our purpose is simple: equip advisors to serve real people with real goals. It’s meaningful work, and we’re grateful to do it together.

P.S. Denver sunsets 🤩 Adam Scully-Power, CIMA®, CPWA® Tim Welsh, CFP Andy Finnegan, CFA, CAIA

#goalsbasedinvesting #wealthbenchmark #missiondriven