BUSINESS OWNERS AND EXECUTIVES

On a successful team, each member works collaboratively toward a long-term goal. What stands in the way of success? Usually strategy, tactics, and capacity.

If investing isn't one of your core competencies or running a business doesn't always leave time to be your own personal chief investment officer (CIO), delegating your personal financial planning may be the solution.

We are a partner who speaks plain English. We have more than 100 years of combined experience and more than a dozen advanced certifications and degrees. With our knowledge, we have created tactics and long-term strategies for our clients who currently invest more than $1.6 billion* with our firm. We collaborate with our clients and create complex plans to manage investments, cash flow, buyouts, stock options, and executive compensation and post-retirement concerns such as health insurance.

If you would like to learn more about partnering with us, email [email protected]

*Assets under management as of 2/1/2023