Business Owners

We are dedicated to serving growth-minded business owners, including owner-operators, family business leaders, and partnerships. Our clients seek to enhance their financial strategies to protect their empire, optimize cash flow, reduce taxes, and diversify their wealth beyond their business. Whether they are scaling rapidly, established, or planning an exit, we are here to assist.

If your business fits any of the following categories, we would love to work with you:

  • Family-owned
  • Owner-operated
  • Partnerships
  • Profitable, steady, and focused on efficiency and stability
  • Scaling fast, hiring, or expanding markets
  • Planning to sell, pass down, or retire
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Physicians & Dentist

We serve physicians at every career stage, from residents to retirees, and across various practice structures from W-2 hospital or system employed physicians, Private Practice Owners, and Locum Tenens. We help physicians reduce taxes, build wealth beyond medicine, and craft a financial plan that supports both their lifestyle and legacy.

Do any of the following descriptions resonate with your current situation?

  • Early career with high debt and low income?
  • New Attending with recent jump in income and planning lifestyle upgrades?
  • Established and considering investment diversification, slowing down, and legacy planning
  • Private practice and managing both medicine and business operations
  • Locum Tenens with flexible schedule but having to navigate financial planning by yourself
Physicians

Families

We work with intentional families—whether dual income, legacy-minded, or navigating complex transitions—helping them turn income into impact, protect what matters most, and build a legacy worth passing down.

Does your family situation align with any of the following?

  • Dual income, higher earning, with complex planning needs 
  • Blended and navigating remarriage, step children, and complex estate needs
  • New parents with young children and a focus on savings, protection and cashflow management
  • Empty nesters shifting focus to retirement and legacy
  • Sandwich generation raising kids while caring for aging parents
Beach