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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

Thoughtful Approach – Providing comprehensive financial advice isn’t something to be done lightly. It requires the ability to handle the concrete issues of good analysis and strategic financial thinking while also confronting some of the more sensitive concerns of family and business dynamics. It must take into account how you want your wealth handled, what you want to see happen to your business and how to protect what you’ve worked hard to create. It also requires the ability to truly understand what the implications of the advice will be on each family member, on future generations, on business partners, and for senior employees. Sandra’s experience and high awareness allow her to thoughtfully and professionally support her clients as they deal with sensitive, long-term decisions while ensuring that their decisions are based on their values, priorities and goals.
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