What We Do
Most financial firms look at your investment accounts. We start with the thing that actually drives your wealth: your business, or the career that funds everything else. From there, we connect every piece (what the business earns, what you pay yourself, what you owe in taxes, what you save, and what you invest) into one plan that makes sense as a whole.
The result is simple to describe and rare to find: clear numbers, honest recommendations, and an advisor who understands both sides of your balance sheet.
Year-Round Advice, Not a Once-a-Year Meeting
Business doesn't wait for your annual review, and neither do we. We stay in touch as your numbers change, updating your plan each quarter, weighing in on hiring and investment decisions as they come up, and working with your CPA throughout the year so there are no surprises in April. When something unexpected happens, you'll already have someone who knows your whole picture.
Our signature service for owner-operators of $1M–$30M businesses. We measure what your business actually earns you, the return on every dollar you've tied up in it, and then use that number to guide your biggest decisions: when to hire, when to reinvest, how much cash to hold, and how much to take home.
When most of your wealth lives inside one company, what you hold outside it matters more, not less. We build globally diversified portfolios designed around your timeline, your comfort with risk, and the concentration you already carry in your business, so your investments balance your risk instead of adding to it.
The plan that ties everything together. We coordinate your owner pay, entity structure, tax strategy, cash flow, insurance, and estate planning, working alongside your CPA and attorney, so each decision supports the others instead of pulling in different directions.
For your business, we design retirement plans such as, 401(k)s, profit sharing, and cash balance plans, that help you keep good people and lower your tax bill at the same time. For you personally, we find every opportunity to save more, including Backdoor and Mega Backdoor Roth strategies that many high earners don't realize are available to them.
A Trusted Network When You Need One
Some questions call for a specialist: an estate attorney, a tax expert, a lender, or an appraiser. When your plan reaches beyond what we do ourselves, we introduce you to professionals we know and trust, and we stay involved so nothing gets lost between advisors.
We don't accept referral fees or commissions from anyone we recommend. We refer people because our clients have had good experiences with them, and that's the only reason.
A Quick Answer When You Need One
Sometimes a decision can't wait for the next scheduled meeting: an offer to buy a competitor, a lease to sign, a key employee asking for a raise. As a client, you can set up a video call whenever a question like that comes up, and talk it through with someone who already knows your business.
