Our mission is to bring Intelligence, Integrity, and tax advantaged analysis and wealth management to business owners and retirees. We put the interest of our clients first.
Together with our sister companies we have over 175 years of combined insurance/banking knowledge and over 15 years of direct experience structuring strategies to meet the personal and professional planning needs of business owners, medical professionals, medium-to-high net worth individuals and entrepreneurs.
Our network of professionals will allocate, manage, and monitor client assets unlike the typical advisor's “one size fits all” management approach. Our mission with business owners is to reduce the expense side of the ledger and increase the bottom line while taking advantage of specialized tax incentives. Our mission with retirees is to consistently achieve reasonable returns while preserving capital with tax advantaged strategies.