WHO WE SERVE
We work with a select group of driven entrepreneurs and thrifty millionaires to provide personalized guidance and relief from the complexities of wealth.
As an entrepreneur, you work hard. Your business is important to you, and you put in the hours and effort it takes to make it successful. But you’re in business to do more than make money; you want to take care of your loved ones, contribute to your community, maybe even make a real difference in the world.
You know who you are. You’re careful with using your money and resources. You’re not wasteful. You want the financial independence to make work optional, so you can work because you want to, not because you have to. You are motivated to take care of your family and possibly even your community.
You are proactive and you’ve followed a roadmap towards financial independence. You want actionable steps for a successful retirement that enhances the experiences with your spouse and your family. You want an income-taking strategy that works to minimize taxes and provides for a lifetime of income.
We help you make work optional to pursue the economic freedom you’ve been planning for.
What We Do
Our services are specifically catered to business owners looking for a high-performing virtual family office and thrifty millionaires in need of a personal wealth manager.
There’s so much more to financial planning than picking and choosing investments. Visit our blog to learn more about our financial tips and tricks and how to connect the emotional, personal, and financial side of wealth planning.