OUR FOCUS
Wealth Management
for Business Owners
We believe that business owners are the economic engine of this country. We understand that as a successful business owner you have unique needs and challenges. We work with successful business owners to identify and create wealth preserving solutions.
Wealth Management = Investment consulting + Advanced Planning + Relationship Management
Click here to see our Wealth Management process
We Strive to Maximize Business Assets for You with Personalized Wealth Management Strategies
OUR APPROACH
Process to help you evaluate your Exit options
We are an independent wealth management advisory practice with access to a stable of professionals that offers you a world of choices and an innovative perspective if you are exploring exiting your business or planning to retire.
Our process is designed to best identify options for transferring ownership of your business and determining if the exit will fund your personal financial plan.
If we decide to work together, we’ll determine what additional strategies should be explored and how our team can contribute to your success.
THE VALUE WE CREATE
Helping you identify gaps and solutions
Our Second-Opinion Service will analyze your current situation: where you are today, where you want to go and what gaps you have in your plan.
This two-meeting process involves three possible outcomes: We’ll evaluate whether your current advisors are taking good care of you. If they are, we will recommend that you stay with them. If not, we will evaluate whether we would be the right advisors. If we are, we will take the next step together. If we are not the right advisors, we promise to point you in the direction of the right solutions
Click here to see how you can benefit from our Second-Opinion Service