Professionals

Personal Wealth Managers for Professionals

As a busy professional, juggling the responsibilities of work and family leaves little time in your schedule to manage and control your wealth.  Your family is the center of your life.  The long hours and dedication to your craft has one major goal… building a financial fortress around your family that nothing can penetrate.

You have arrived at this point in your career and life through careful planning. We have observed those professionals who are proactive and put together a road map are much more successful at achieving a lifetime of financial independence. Through planning, our clients and their families achieve an ease-of-mind by creating actionable steps that place them in control of achieving their goals and free up their time to focus on the things that matter most to them.

We are personal wealth managers for professionals 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™.