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Our team of wealth experts has the financial know-how, business acumen, and industry experience to help you live the life you’ve always dreamed of.
As you grow, preserve, and enjoy your hard-earned wealth, a well-rounded wealth management approach is necessary to accommodate the different stages of your life. By focusing on your specific goals and those of your family, we’ll create a customized plan to help you achieve them and make your life better.
As a business builder, there are immense demands on your time, energy, and focus. With our business owner solutions, we provide peace of mind by ensuring the financial health of your business – from helping you manage assets efficiently to designing a succession plan for a smooth transition.
Whether you’re thinking about selling your farm and taking advantage of the lifetime capital gains exemption (LCGE) or considering transferring your farm to your family, we can help create a plan to minimize your tax liability and maximize your wealth by leveraging our very own Tom Schuett and his Certified Agriculture Farm Advisor designation.
From institutional investors to non-profit organizations, the needs of your foundation are complex and your responsibility is huge. With decades of experience working closely with a range of public and private foundations, along with our own active community involvement, we aim to help you steward your assets responsibly.
Get an exceptional client experience through a collaborative approach to wealth. Contact us today