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It takes a certain audacity to successfully start and grow a business, and the success of a business – especially a family owned business – can create all kinds of additional challenges, whether they are business, financial or personal.

To properly handle those challenges takes a different kind of advisor. It takes an advisor who’s not afraid to call it as it is, who’s mature enough to be able to work alongside other advisors (whether they be legal, accounting or investment experts), and has the experience to navigate family dynamics.

Your family has counted on your ingenuity, drive and courage to secure their financial well-being. Now they are counting on you to protect what you have built to ensure this continues for them and most importantly, for you.

Our Strategic Process

More advanced planning requires a more advanced process. Our Strategic Wealth Process takes a different kind of approach.


The Wealth Optimization System

Our Advisory Services

Incorporated professionals and owners of family businesses need access to a full suite of advisory services. We’ve brought them under one roof so that you have access the expertise you need, when you need it.

– Business Planning

– Personal Wealth Advice

– Financial Services



Reasons to Meet with Sandy

The Big Picture Approach – Our strength is working with business owners and self-employed professionals who find themselves navigating through the complexity of maintaining solid financial independence and security in the midst of tax pressures, business demands and family priorities. Understanding the potentially conflicting interests of the players involved is essential for successful entrepreneurs to continue to maintain control of what they have worked to build, while ensuring family financial security and harmony. It’s essential to understand the issues at hand – both apparent and hidden – and to take the time to discover the “what” and the “why” of how you arrived where you are today before launching into what changes or plans may need to be addressed.
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