It’s all about you and your family. Making sacrifices today so you’ll always be able to provide for them. Why else would you be driven to work so hard?
We’re wealth managers who focus on the unique needs of business owners. We take your success very seriously. In fact, each advisor on our team has an advanced designation or degree. We’re craftsman who are highly experienced in building wealth—and helping you preserve it for future generations.
A holistic approach to wealth management
Think of us as the CFO for your personal financial life – experienced at managing assets and mitigating risks. We’ve even turned sophisticated lending into an opportunity to help create synergy between both sides of your balance sheet. And with that insight, comes new growth opportunities.
An investment in technology
It’s not only our people who are at the top of their class, our financial tools are ahead of the curve. Morgan Stanley invests considerably in technology that forges a path to a more tax-efficient strategy. And when we present you with a custom allocation, your expectations for risk and return are properly set.
Our goal is to build your wealth. Build your financial confidence. And above all, build a relationship that propels your success forward. We simplify the complex and create a roadmap that helps you feel more secure today and confident about the future.
Exit Planning: understand the key strategies to take prior to selling a business to minimize taxes, protect your family, and make the business attractive to a buyer
Estate Planning: understand how estate planning works, the fundamental structures and their uses (asset protection, tax minimization, generational wealth transfer), and the roles and responsibilities of people you appoint as fiduciaries
Alternative Investments: Who qualifies, what types of investments are available, and how they fit into an investment plan
Next Gen Education: how to talk to your kids about money, entrepreneurship, and philanthropy. As well as resource available through Morgan Stanley for custom education.
Financial Planning: how to use all the tools available to wealth individual to protect and grow their wealth including: borrowing, investment vehicles, exclusive services, and risk management tools