For Founders Who Want to Keep What They Build...
Most advisors show up after the exit. I build the wealth strategy alongside the business, so when the money arrives, you already know exactly where it goes.
Wealth Management
Business owners rarely have the luxury of separating personal and professional finances. I build integrated wealth strategies that protect what you've built and grow what comes next.
I build strategic financial plans designed specifically for founders — not cookie-cutter templates built for someone with a salary and a 401k.
Tax strategy, exit timing, and business valuation work together in your plan — not in three separate conversations with three separate advisors.
Generational wealth is not an accident. Exit planning is simply good business. I help founders build the structure that protects and grows what they create for the people who come after them.
- Holistic financial planning across all life stages
- Investment portfolio design and management
- Retirement income planning and projections
- Insurance, estate coordination, and risk management