I work with business owners, executives,professionals and select families to diversify and grow their capital over time in the most tax efficient manner possible while helping to protect and preserve their legacy.
As a former CEO, with over 15 years of executive experience in growing private companies for acquisition by large public enterprises, I firmly believe the same principles needed to grow a sustainable, profitable business can be applied towards building long term family wealth.
Individual Wealth & Retirement Planning
Business Succession Strategies
Investments for Individuals and Business
Individual Defined Benefit Pension Plans for Business Owners
Insurance Strategies for Individuals and Business