Ben Bartusek

Our Mission

We are here to be the architect for your financial life. Our mission is to help you achieve your dreams relentlessly with authenticity and wisdom. Money can be a tool to help you live intentionally and should not be something that is left to chance. By partnering with our firm, you will get an intentional plan based off of what is most important to you along with action steps to guide you there. 

Our Clients:

We specialize in working with directors & senior management at corporations, people over the age of 60, closely held business owners, and young affluent professionals who are big thinkers about the future. 

Our Planning:

For clients we look at three main areas of planning: defensive, offensive, and preservation planning. Defensive planning is us ensuring that no matter what happens tomorrow financially you do not have to go backwards or become a burden to anyone. Offensive planning is us getting clear on client's objectives with the dollars that they save and then finding the right accounts & investments that match with those objectives. Preservation planning is where we work to mitigate the impact of tax on client's wealth, and we help ensure that wealth is transferred effectively from generation to generation.