Business Consulting
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 service distinguishes our firm from others and has been one of our core competencies since our founding. Incorporating and planning for non-market assets allows us to carefully and strategically manage all aspects of our clients’ wealth.


Consulting Services for Businesses
Using our Financial Planning and Business Consulting insight, we assist our clients in analyzing the following:
- Strategic planning for purchase, sale, or streamlining of business
- The transition of business within families
- Analysis of investment banking transactions
- Commercial loan financing, conventional & SBA
- Commercial loan and investment policy reviews for banks and credit unions

Consulting Services for Individuals
- Purchase and sale analysis of residential property, timberland, vacation property
- Purchase and sale analysis of income-producing commercial properties for individual ownership
- Evaluation of debt placement with financial institutions