Our Strategy

How frequently do all of your advisors discuss your financial program together? We find this does not happen very often, if at all. We have designed a program that brings your CPA, attorney and other advisors to the table. Together, we discuss your financial case design. This process helps everyone working on your financial life to be on the same page so that our efforts are collaborative and cohesive.

Many financial programs are fractured. There is a business plan and a personal plan, but they do not work together. Our Connecting the Business & Person- al Program helps bridge the business and the personal plans together, efficiently utilizing the business to help build your personal plan in the most tax efficient and cohesive way possible. This includes business continuity and succession planning, in addition to cash flow and retirement planning.

Our Private Wealth Program was built for the person, or business, who is too busy to deal with the day-to-day aspects of their financial life. These clients are typically used to a Ritz Carlton or Disney service experience. We try to replicate that elite service model and provide concierge services for these clients. Taking our cues from a family office structure, we provide complete A-to-Z financial services as a CFO would for these members.