Our services are designed for individuals, families, businesses and other organizations that require professional assistance managing their wealth.
- Individuals looking for a qualified second opinion
- Business owners who need help managing money for themselves and for their company
- Business owners who have just sold or are in the process of selling their business
- Professionals requiring a trusted partner
- Successful executives who like to work collaboratively or delegate someone else to manage their money
- Divorcees who need a fresh start and seek help managing their new reality
- Pre-retirees who want to optimize their financial potential as they get closer to retiring
- Beneficiaries and heirs who need help managing the proceeds of an estate
- Retirees requiring coaching on how to maximize their retirement income
- Wealthy families who need an advisor to help them with their wealth now, and who want that continuity with their heirs
- Beneficiaries of stock option plans, or buyouts in the oil patch from a change in ownership
Contact us to arrange an initial consultation and find out if wed be a good fit for your investment needs.