We partner with you for generations.
"What 'larger' firms are doing is not actually wealth management. They gather assets and sell products. The trouble is, they've set the entirely wrong standard of expectations with what 'wealth management' is."
Steve Olson, CFP®, AEP®
CEO | Family Wealth Advisor
Focus on building your business. Let us handle the rest.
Real Estate Investments
We aren’t like other firms – we grow when you grow. We specialize in Asset Protection, Tax Minimization, Trust & Estate Strategies, Succession & Retirement Planning, Charitable Giving & Philanthropy.
FOR PRIVATE WEALTH:
Let us bring simplicity and clarity to your retirement plan and investment strategy.
Retirement Income Planning
Trust & Estate Planning
A boutique approach focused on you – and not sales quotas. We act in the best interests of our clients – a true fiduciary.
FOR LEGACY PLANNING:
Maximize your legacy and create peace of mind.
Whether you’re developing an exit from your business, want to maximize your legacy or have achieved enough wealth to have an estate tax liability you need to solve for – we can help.
We specialize in complex trust and estate planning, asset protection, privacy planning and advanced life insurance strategies. Let us show you the value of WE.
Take a closer look at our partnerships.
Every wealth story is different. See how we approached some of our actual client partnerships.
CASE STUDY I
Domestic & International Tax Planning
saved in annual income taxes
reduction in capital gain taxes
CASE STUDY II
Domestic & International Estate Planning
increase in survivor income
increase in legacy
CASE STUDY III
Entrepreneur's Sale of Medical Practice to Private Equity
in annual federal tax savings
reduction in estate taxes
CASE STUDY IV
Multigenerational Real Estate Family - Investor/Developer
in capital gain taxes eliminated
in estate taxes avoided
CASE STUDY V
Corporate Executive & Sophisticated Investor
capital gain taxes eliminated
annual income tax savings
Tax Court Provides Some Clarity on a Tax Planning Technique: Charitable Gifts of S-corporation Stock
Executive Compensation Plans: How to Understand and Proceed with Restricted Stock and Stock Options
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We have a unique, strategic viewpoint with significant value to offer.