Business Owners

Personal Wealth Managers for Business Owners

As a business owner, your business and personal wealth management needs are complex.  You have a company to run, profits to make, and new markets to capture.  With the many hours you invest into your business, it’s important to have a consultants on your side to focus on your business and personal financial needs.  We work with you and the advisors critical to all financial aspects of your personal and business life (CPAs, Estate Attorneys, Business Attorneys, P&C Agents, Bankers, etc) to analyze alternatives and provide recommendations that are aligned with your overall financial goals.

We are personal wealth managers for business owners and their families, who are committed to achieve financial independence, so they can make work optional.  They want to sleep well at night and continue to face the future with anticipation, not apprehension.

We’ve developed and refined a process for our clients that puts all the pieces of their financial puzzle together as their life unfolds and their needs evolve. We call our proprietary process the Work Optional Formula™.

Work Optional Formula