Helping business owners create and manage personal wealth.
An invitation to growth your personal wealth, intentionally.
Advice
Expertise
Collaboration
Three Phases of Wealth Management for Business Owners
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Align Wealth Management
Your financial life is complex, but it doesn’t have to be confusing.
Let us bring together the various elements of your financial life into one cohesive wealth strategy.
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Tax Strategic Exit Planning
Without prior income and estate tax planning, the net amount received for your business can be shockingly smaller than anticipated.
Let us help you create a thoughtful, proactive tax strategic exit.
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After-Exit Wealth Management
You’ve been incredibly successful in business.
Let us work with you to continue your success into the next chapter of life - for you, your family, as well as the communities and causes you care most about.
Is the majority of your net worth locked in your business?
Maybe you don’t have significant financial assets outside of the business.
Maybe you count on the income the business generates and are unsure of how to continue your lifestyle without it.
Maybe you don’t plan to exit any time soon, but want to be (personally) prepared to take advantage of an offer if it comes your way.
Maybe you have a proven, high-quality team to help you run your business, but not trusted advisors to help you create, implement, and maintain a personal financial plan.
We’re on a mission to make exiting your business an intentional and financially successful process - whether that’s tomorrow or in many years.
As a business owner you make decisions every day that impact your exit options and, ultimately, your future income and family legacy.
Together let’s create and implement a personal wealth strategy that ensures you and your family are taken care of prior to, during, and after exit.