We actively assist our clients, individuals and businesses alike, with the management and growth of their wealth that is not invested in the markets. This approach is one which distinguishes our firm from others and has remained a core competency since our inception. In order to truly manage client wealth we plan for, and incorporate, non-market assets as a part of the complete picture.
Consulting Services for Business
- Strategic planning for purchase, sale or streamlining of business
- Transition of business within families
- Investment banking transactions
- Arrangement of commercial loan financing both conventional and SBA
- Commercial loan and investment policy reviews for banks and credit unions
Consulting Services for individuals
- Purchase and Sale of residential property, timberland, vacation property
- Purchase and Sale of income-producing commercial properties for individual ownership
- Arrangement of debt placement with financial institutions
As a fee-based firm, we earn our money by helping you succeed.
Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your long-term financial independence.
Your unique needs call for individualized investment expertise. Because our team of portfolio specialists are in-house, the decisions we make reflect your financial plan.
We help our clients with all assets, which includes wealth not invested in the market. From consulting on business acquisition to assisting in the smooth transition of businesses from one owner to the next, we are here to help every step of the way.
Schedule your appointment today.
Meet with us and begin planning your richer, fuller life.