Wealth management for entrepreneurs with business and personal financial planning – built for business owners’ needs.
Technically, it’s called wealth management. We just call it the good part.
Facilitating the life you've imagined is our sole purpose.
Financial plan modeling
Know what you need to net from a business transaction in order to meet your family’s lifestyle goals and ongoing updates to make sure you’re on track
Proactive investment management
A custom portfolio designed to meet your goals, managed tax-efficiently and with low-cost investment options so you keep more of your return
Coordinated wealth planning
Ensure that all your advisors (tax, estate, insurance, etc.) are on the same page and implementing the most appropriate planning strategies for your family
Whole family advisory
Financial education and advice for your children, young adults, and other family members; family meetings facilitate conversations around charitable goals, core values and family legacy
This is the time and place that's all about you, and the people and things that are important to you.
And it doesn’t have to be complicated, just transparent. Here’s a few questions we frequently receive from business owners:
How do I get this right the first time?
You (probably) will only sell your business once. Proactive financial planning early in the process can help you make the most of it.
What am I paying for and what do I get out of it?
Transparency and advocacy. We want you to know exactly what you pay us and our goal is for you to feel like you're getting value that exceeds it.
If I sell my company, then what?
Wondering how you’ll get “paid” and maintain your lifestyle? We’ve helped hundreds of business owners like you through this transition, and we can make it a smooth one.
And finally, what if something happens to me?
Experience peace of mind that comes from knowing your financial house is in order and your family has a trusted advisor to turn to for help.
Entrepreneurs are not like everybody else; neither are our wealth management services
$1.75B
Assets under advisement
55
Client families
*$490M
Assets under management
11 to 1
Client to advisor ratio
AUA is comprised of clients’ liquid assets, along with illiquid business, investment real estate, and private investment assets. We do not have discretionary authority over this number beyond our AUM and we do not charge a fee on all AUA.
