Your plan, people, and community

When you think of wealth planning, what comes to mind? Investing, retirement income, estate planning? We're distribution specialists with solutions to problems you've been told can't be solved. We serve successful professionals and business families who need and want a qualitative improvement in how they distribute appreciated assets - IRAs, business equity, real estate, and stock. Our clients want to reduce the destructive burden of taxes while retaining control and flexibility. Your concerns about risk go beyond investment volatility, extending to health, lawsuits, business risks, divorce, creditor claims, and other sources of financial and personal jeopardy. We address these with a problem-solving approach and a fiduciary business model. Want to learn more, without pressure or a sales agenda? Call or schedule with us on your terms.

Retirement Income & Asset Protection

Asset Distribution Specialists

With baby boomers retiring and GenX on their heels, a vast transfer of wealth is taking place. Does your financial plan provide options for how and when to distribute appreciated assets? Improve your tax situation? Provide flexibility for unexpected life events and stages -- while you're working, after you retire, and that underappreciated period between the two -- before Social Security and required draws from retirement accounts begin? We're specialists in distribution planning -- how to exit stuck assets, plan income, and grow intergenerational wealth on your terms.

Time-based Investing

Investing & Growing Wealth

We work with successful families and family businesses, serving as your chief wealth officer with our asset manager, Advisor Share Wealth Management, a Registered Investment Advisor (RIA) fiduciary. We are driven to provide risk-adjusted returns, and our custom, innovative portfolios deliver over the long term again and again, with lower drawdown risk. Learn more about our time-based investing and asset protection foundation, and why these provide superior risk-adjusted returns.

Estate & Trust Planning

Wealth Transfer, Generational Income Planning

Are you sitting on stuck assets? Most successful families are. We'll give you the strategies and tools to unlock them, defer or reduce taxes, preserve value, and grow intergenerational wealth in the process. Trusts aren't just for estate planning anymore. They protect assets, create tax leverage, and solve family income, inheritance, and relationship challenges.

Business Exit Planning & Transaction Assistance

Business Succession Specialists

Business succession planning is one of the most important and undervalued projects you will undertake as a business owner. It links financial assessments like valuation, deal structure and taxes with the buyer market, purchase options and terms, financing, and the human emotional issues involved in selling or leaving a business. Our succession readiness questionnaire is a great start to the conversation.

Rank your goals here

How Can We help?

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So we can better support you, please fill out this short questionnaire

Comprehensive wealth planning provides a series of effective yet straightforward roadmaps to make and prioritize financial decisions. Good plans are effective in a broad range of circumstances; the more positive financial results your plan creates, the more valuable it is.

Please read each goal priority below and rank them in order of importance, with #1 the most important, #2 for the next most important, and #8 for the least important goal or concern.

Give each its own ranking number; don’t repeat numbers or overthink responses. The survey should take about 5 minutes to complete. If married, you and your spouse should each complete the survey.

TAX PLANNING – reducing lifetime taxes on income, capital gains, Medicare premium, and estate taxes

SAFETY – reducing or eliminating investment losses or market risk

INCOME – establishing guaranteed monthly income sources to supplement Social Security income

ESTATE TRANSFER – planning for smooth estate transfer and good tax positioning for my heirs

LIQUIDITY – maintaining flexibility and cash or other readily accessible funds for emergencies, health care, or other unplanned expenses

FEES – reducing investment and sales fees

ASSET PROTECTION – protecting savings and assets from creditors, lawsuits, health care, and unintended estate claims

GROWTH – accumulating more assets, making up for lost time

What do you consider to be a reasonable rate of investment return?

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Questionnaire

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