Brian and Cole Fleming

Evolve to financial excellence with us. We specialize in market condition-based investing, proactive tax strategies, and opportunity-based estate planning – all designed to maximize your wealth. We focus on key performance indicators to ensure your financial growth remains on track, every step of the way.

CONNECT WITH US

We serve a distinct group of individuals: the Productive, the Saver, and the Ambitious.

Our clients typically include small business owners (SBOs), current high-income earners (Highly Compensated Employees or HCEs), and retired HCEs/SBOs who remain active and engaged. They are goal-oriented, focused on key activities, and open to advice and action. Saving is a direct reflection of our clients' hard work and commitment to their financial priorities.

Maximizing Wealth and Utility of Money

Market Condition-Based Investing

A market condition-based discipline helps seize opportunities and mitigate risk as probability for success changes.

Comprehensive Tax Analysis

Our proactive tax planning uses detailed analysis to find and apply key minimization strategies.

Building Family Enterprises

We prioritize building a lasting family enterprise to grow wealth for future generations, instead of solely focusing on lump-sum inheritances.

Key Performance Indicators

We monitor your financial health with key metrics – returns, savings, debt, and net worth – so you can see your progress clearly.

Maximizing Wealth and Utility of Money

Market Condition-Based Investing

A market condition-based discipline helps seize opportunities and mitigate risk as probability for success changes.

Comprehensive Tax Analysis

Our proactive tax planning uses detailed analysis to find and apply key minimization strategies.

Key Performance Indicators

We monitor your financial health with key metrics – returns, savings, debt, and net worth – so you can see your progress clearly.

Building Family Enterprises

We prioritize building a lasting family enterprise to grow wealth for future generations, instead of solely focusing on lump-sum inheritances.

5 Essential Investment Principles

Avoid Catastrophic Losses.

The good things help you less than the bad things hurt you.

Adaptability: Know When to Play Offense and Defense.

Investing isn’t a sport where everyone is playing the same game by the same rules with the same time frames.

The Cost of the Herd Mentality.

History doesn’t repeat itself, but man always does: the mistakes of the herd are typically in the same direction.

Big Things come from Small Beginnings.

Time makes little things grow big, so never interrupt compounding interest unnecessarily.

Volatility is an Unavoidable part of Building Wealth.

To achieve long-term wealth, you must accept the trade-off of short-term market volatility. The potential for gains outweighs the discomfort of price swings.

Common Roadblocks

We understand that advisor relationships can sometimes fall short of expectations. We help clients address these common financial grievances. Please contact us if you are experiencing any of the following:

Lack of Communication

No Tax Planning

“Stay the Course” Investing (Helpless portfolio value erosion)

Estate Plan: Overlooked and Outdated

The pain of not knowing if you're succeeding (Indicators Beyond ROI)

Case Studies

Our Team

Brian Fleming

Senior Vice President, Wealth Advisor

Cole Fleming

Associate Vice President, Wealth Advisor

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Go Farther

*This chart is solely for informational purposes and should be considered only as a hypothetical situation. Investing in securities involves potential risks, including loss.

A sophisticated wealth platform that makes your life simpler

Our proprietary platform includes everything you need to easily, confidently manage your wealth — and nothing you don’t.

  • See your wealth in action
    Get a holistic view of your finances, all in one place.
  • Effortless to control
    A simple dashboard allows you to make changes to your portfolio directly.
  • Save time and hassle
    Get the answers you’re looking for at the click of a button.

The security of your assets is our top priority

  • Investments insured by SIPC up to $500K for each account
  • Your data is encrypted when stored and on the move
  • Your money is backed by trusted custodians, including Pershing, Apex, Schwab, and Fidelity

Ready to talk?

Simply fill out this commitment-free form to begin. We look forward to getting to know you.

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