Your Journey Starts Here

Recognized locally as well as nationally as a top tier advisor, we specialize in helping business owners navigate and achieve personal financial success.  Our proprietary investment and planning processes are specifically designed for owners of closely-held businesses looking for help managing their estate planning, investments, tax planning and eventual sale or transition of their business. 

We understand the challenges. We understand the complexity. We have your back. 

Protecting Your Success

Congratulations! You made it, and now have a successful business. Your singular focus has been the success of your business. Now that you’re here, what’s next?

Planning Your Transition

There’s a 100% probability that someday you will no longer be a business owner and will need to transition your business. Make sure it is on your terms. Are you prepared?

Preserving Your Legacy

Success creates financial complexity. You will need a well coordinated wealth management process to simplify decision making and properly execute.

We do real work towards real solutions.

Our Featured Posts
The Fog of War: Circumstances and Decisions

The Fog of War: Circumstances and Decisions

"War is the realm of uncertainty; three-quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty." -General Carl…
P&L: Priorities & Lifestyle Episode 47

P&L: Priorities & Lifestyle Episode 47

  P&L: Priorities & Lifestyle Episode 47 - Creating the Best Business to Work In with Ross Paterson   Listen Now!     
Unsystematic Risk

Unsystematic Risk

I often get questions from business owners that sound like, "Why should I buy stocks in the stock market when I can make a 40% return on my business?" This is…
P&L: Priorities & Lifestyle Episode 46

P&L: Priorities & Lifestyle Episode 46

  P&L: Priorities & Lifestyle Episode 46 - Selling a Business, Timing, and Recessions with Brad Purifoy   Listen Now!     
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