Financial Consulting
Come get a seat at the table
Financial Consulting
Come get a seat at the table
Business Services
Performance Only Asset Management
We only charge if you make money.
Traditional advisers will charge you even if you lose money.
Imagine going into a recession, losing money, and cutting a check to your financial adviser for losing that money.
We charge 10 dollars when you make 100 dollars to avoid any conflicts of interest.
We avoid extra risk to ensure your money is invested in a prudent manner.
We follow a safety first investment philosophy.
Multi-generational trust services
Handing off money to the next generation is not easy. Many conversations have to be made.
Each person handles money differently. We offer a uniform way to manage money by allowing us to handle the hand-off as your trustee.
Consistent administration. Our goal is to ensure the money lasts for the next generation. In most estate plans the money ends with the child who did not earn the money. Our goal is to create more trust fund babies while having the money held in a responsible manner.
Tax-savvy Estate Planning
Estates over 10 million are taxed at a 50% rate. Let us help you navigate that so your heirs will not have to. For assets over 50 million we are prepared to set up four generations of trusts. From parents to their great grandchildren. Some taxes can not be avoided but that does not mean we pay anymore than we should. Allow us to show you the way.
Click to learn more about us, our compensation model, and how we can help you by contacting us.
Research
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