Personal Wealth Management

A first-of-its-kind holistic wealth management team, combining high-touch service with innovative technology partnering with business owners and professionals.

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Going beyond the traditional wealth management experience

Spanning more than three decades, our team has guided business owners and professionals towards complete financial clarity. Our unique actionable insights stem from an obsessive attention to detail and a deep understanding of impactful financial strategies, enhanced by unique tax minimization structures.

We provide clarity you can count on

Make smart financial decisions with confidence by leveraging human expertise and judgment infused with cutting-edge technology, dramatically improving the wealth management experience.

What is the true value of my business?

How do I minimize taxes while operating my business and after a merger or sale?

When is the optimal time to exit my business interests for maximum returns?

What unique solutions can shield me from market volatility and provide significant downside protection?

How can I take care of key employees and retain top talent?

Transformative Wealth Management

Business Planning

We help entrepreneurs accurately assess company value, enhance operational efficiency, develop an exit plan, and maximize value through a smooth transition.

Tax Minimization

We specialize in crafting tailored tax minimization strategies and tax-efficient income streams, ensuring your business maximizes savings while staying compliant with regulations.

Employee Retention

Employee retention is a critical factor in a business’s success, by tailoring unique benefits, creating growth opportunities, and optimizing compensation structures, we’ll help you retain key employees.

Custom Portfolio

We meticulously design investment portfolios tailored to our client’s financial goals, risk tolerance, and preferences — strategically aligned to optimize returns while managing risk.

Fiduciary Consulting

Ensuring responsible and transparent financial management. We specialize in guiding clients with their best interests in mind, from investment oversight to prudent planning.

Transformative Wealth Management

Business Planning

We help entrepreneurs accurately assess company value, enhance operational efficiency, develop an exit plan, and maximize value through a smooth transition.

Tax Minimization

We specialize in crafting tailored tax minimization strategies and tax-efficient income streams, ensuring your business maximizes savings while staying compliant with regulations.

Custom Portfolio

We meticulously design investment portfolios tailored to our client’s financial goals, risk tolerance, and preferences — strategically aligned to optimize returns while managing risk.

Employee Retention

Employee retention is a critical factor in a business’s success, by tailoring unique benefits, creating growth opportunities, and optimizing compensation structures, we’ll help you retain key employees.

A team of trusted advisors: Committed to excellence and integrity

WHAT YOU GET: 

TRANSPARENT PRICING

Customized Financial Plan

Fiduciary Financial Advisor

WE WILL NEVER:

Charge Hidden Fees

Recommend Cookie-Cutter Strategies

Hide Conflicts of Interest

Our Principles

VALUE-ORIENTED

Our approach focuses on delivering maximum value to our clients through personalized solutions that align with their aspirations, unique circumstances, and financial goals.

INFORMED

Being informed means being prepared. We equip ourselves with the knowledge and insights needed to navigate complex financial landscapes, allowing us to guide our clients towards informed decisions and long-term success.

DISCIPLINED

We take a disciplined approach to personal wealth management, carefully considering “what if” scenarios and preparing strategies to address each one, ensuring resilience in the face of changing circumstances.

ACCOUNTABLE

Accountability is paramount. As fiduciaries, we pride ourselves on transparent communication and unbiased advice serves our clients’ best interests.

EMPOWERED

We empower our clients by providing education and guidance, enabling them to make informed financial decisions with confidence.

We provide clarity you can count on

Make smart financial decisions with confidence by leveraging human expertise and judgment infused with cutting-edge technology, dramatically improving the wealth management experience.

What is the true value of my business?

How do I minimize taxes while operating my business and after a merger or sale?

When is the optimal time to exit my business interests for maximum returns?

What unique solutions can shield me from market volatility and provide significant downside protection?

How can I take care of key employees and retain top talent?

Case Studies

Our Team

Robert Davenport

Principal, Wealth Advisor

Andrew Plax

Operations Analyst

Silas Hill

Client Experience Associate

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Guiding Principles

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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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