Built for Business Owners

How We Help Folks Just Like You

Linda and Carl Bernstein

Retired Business Owners

Carl and Linda have seven grandchildren in three states. They want to make sure their future is filled with time spent with their family, not focused on day-to-day financial management.

Family Matters

Debra Bianchi

Business Owner and Philanthropist

For Debra, making money isn’t as important as making a difference. She volunteers at the local food pantry, and wants her legacy to provide hope for the homeless.

Her Giving Changes Lives

Lisa and Brent Dillard

In Transition

Brent and Lisa own a successful family business. While Brent had no plans to retire, unexpected events are driving the need to quickly transition leadership within the business.

What's Their Next Chapter?

Ken Mikitani

President and Weekend Boater

Monday through Friday, Ken leads his company of 150 employees to financial success. On the weekends, he hits the lake. Ken doesn’t want to have to worry about his finances while fishing.

Ken Demands Timely Expertise

John Fulton

War Veteran and Retired Business Owner

A decorated Vietnam War veteran and retired oil company executive, John suddenly finds himself facing the battle of his life.

What is John’s Legacy?

Jason Kozlowski

Logistics Expert and Hiking Buddy

Jason knows how to network, connecting raw materials in Nova Scotia with factories in the Shenzhen Province. But what really gets him excited is how his finances allow him to travel.

Life on Jason's Terms

While seemingly very different, our accomplished professionals, executives, business owners, and entrepreneurs are all strongly independent people with a passion for freedom, family, and the ability to choose how to best live their lives on their terms.

They demand competent, pro-active, objective, and actionable advice that leads to simplicity and clarity in their financial and investment management. They have access to tools such as robo-advisors, do-it-yourself, and other online cookie cutter solutions, however they seek creative problem solving and unrestricted access to ideas crafted around their needs that seek to protect what they worked hard to accumulate and help grow their worth to enhance their life’s ambitions. They desire a team that genuinely knows them!