We help millionaires
think like billionaires
We’ve studied the ultra-wealthy; how they invest their money, protect their money, pass it along, and mitigate the effects of taxation. We are on a mission to democratize financial solutions for driven entrepreneurs and thrifty millionaires.
Many of the clients who come to us find themselves as the center point between all the professionals in their life, serving as both the CEO and CFO of their wealth. Each relationship is independent of the others and you’re expected to “be the messenger” in order to keep everyone informed, which only creates doubt and confusion.
We step in and serve as your personal CFO. You remain the CEO of your wealth; we communicate and collaborate with your team of professionals. Luckily, we are fluent in CPA, Attorney, Banker, and Insurance Agent—so you don’t have to be!
We believe to our core that successful business owners and thrifty millionaires like you contribute to the greatness of this world we are lucky to live in. You accelerate the economy, you create jobs, you drive innovation, you give back. You are the backbone of America. We believe you deserve to MAKE WORK OPTIONAL.
As a business owner, you…
- Are a life-long learner.
- Are driven by a greater sense of purpose beyond yourself, your loved ones, and your business.
- Are driven and growth-oriented.
- Are exploring the possibility of selling or transitioning your business in the next 2-4 years.
- Have a minimum of $5M in annual revenue or are paying over $200k in taxes each year.
- Enjoy collaborating with financial professionals.
- Are seeking to be connected to a network of financial professionals aligned to help you save time and money so you can focus on what you love most.
Your family is everything; enjoying experiences, passing along your wealth, and sharing your knowledge are top priorities. We serve clients like you, who:
- Have a strong desire to pay less in taxes.
- Typically have $2 to $20M of investments to preserve and safeguard.
- Want to make a big impact in your community.
- Enjoy collaborating to work toward your goals.
- Want to be connected to a network of financial professionals dedicated to looking out for your best interests while helping you save time and money.
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.
Our retiree clients like you:
- Are family focused and want the economic freedom of being work optional.
- Have a roadmap they follow to navigate through retirement.
- Are typically debt free.
- Have saved the majority of their money through thrift, hard-work, and patience.
- Are 5 – 10 years from retirement or already retired.
- Have $500,000 to $2,000,000 saved towards retirement.
We enjoy working with you because we can help minimize your taxes, grow your wealth, and accomplish your personal and financial aspirations.
As fiduciaries, we always serve your best interests while providing fully customized recommendations.