We are a cross-disciplinary wealth management firm that specializes in family-owned/closely held businesses and high net-worth individuals. Our process and our results are unique in the industry. Contact us to see how we can help you reach your financial objectives. Interested in learning more about Business Owner, Retirement, Estate, and Investment Planning?
Check out some of our short, informational videos. Ready to take the Business Exit Readiness Index (BERI), the Owner Dependence Index (ODI) or determine your optimal investment risk tolerance with Riskalyze?
Check out some of our short, informational videos. Ready to take the Business Exit Readiness Index (BERI), the Owner Dependence Index (ODI) or determine your optimal investment risk tolerance with Riskalyze?
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
If you have partners, would you be in business with their spouse if your partner were to unexpectedly pass away? How much money do you need to realize from the exit of your business to confidently maintain your standard of living? Have your existing advisors discussed exit planning and your preferred timing, valuation, and strategies to enable this to happen successfully?
There is no fee to take the assessment and your answers are sent immediately to your e-mail and kept completely confidential. This short, twenty minute assessment will ask you forty questions about your involvement with your business as a step towards measuring your business's dependence on you and ultimately how to increase your business's value.
How do you intend to equalize inheritances among children who are active or inactive in your family business, if applicable? We work with our clients to educate them on all of the available estate planning strategies. Together with our support, you can then confidently implement the most optimal estate planning techniques.
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Seth Avergon
Jun 24, 2018
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