We believe that successful business owners and professionals want and need a comprehensive plan to ensure the eventual transition and legacy of their business and their wealth. Unfortunately, most individuals are so busy running day-to-day operations that they don’t take the time to put a formal plan in place.
Our vision is to provide a roadmap to ensure that wealth (including financial, relational, mental, emotional, physical, family and spiritual wealth) is protected through all stages of the business life cycle. We bring a unique perspective forged over decades of experience as a multi-disciplinary group. Our perspective encompasses asset & risk management, estate & business transition planning, retirement & wealth management, and family & employee relationships built upon trust and communication.
We provide a unique and multi-disciplinary planning experience to exceptional business owners, professionals, executives and their families using a comprehensive team approach.
We are the nation’s premier organization for assisting clients in successfully navigating significant business, life, and legacy issues, while creating long-standing and mutually profitable relationships.