Our primary focus is to mange your overall wealth – not just your investment portfolio.  We guide our clients in fulfilling their financial and personal goals through business consulting, portfolio management and financial planning.  Our financial plans include the areas of estate, retirement, philanthropy, education and tax. 

Tax planning and business value maximization are two areas that greatly affect your overall wealth.

Tax Planning. Large tax payments often exceed even healthy gains made in a portfolio. We concentrate on tax planning because this can have a larger impact on your overall wealth than investment performance.

Business Value Maximization.  Strategic Wealth Planning empowers business owners to view their firms from a buyer’s perspective so they can maximize value in their largest asset.  We consult in the areas of management, technology and marketing to help firms grow and fulfill their potential.