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What We Do

We act as the Personal Chief Financial Officer (CFO) for a select group of hardworking and successful families to help them make smart choices with their money and simplify the complexities of wealth.

We have a 4 step Collaborative Process and do a personalized Total Wealth Profile in an effort to help address each of these areas of concern:

  • Preserving your wealth
  • Mitigating taxes
  • Ensuring your assets aren’t unjustly taken
  • Transferring to your heirs and others
  • Maximizing charitable giving and planning

We have assembled an experienced team and a strong network of professionals to provide a world class comprehensive wealth management approach. Our process helps to sort out whether it makes sense to work with your existing providers, or if someone else may have a bigger impact for you.

NEXT STEPS

This all begins with a Discovery Meeting. This is an in depth consultation that helps us identify where you’re at, where you want to go, and identify any gaps that may exist. We have a small number of clients that we know we can make a BIG impact on their lives and won't commit to work with anyone until after having 3 in depth exploratory meetings. This relieves the pressure and helps us to focus on what is most important - you.