Case Studies

Qualified Purchasers Approaching Retirement

A couple with more than $5 million in investable assets came to us with a large portfolio…

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Corporate Executive Transitioning to Business Ownership

A forty-eight year old marketing executive was starting his own venture after two decades with a multi-national…

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Corporate Executive in a Demanding Job

Fifty-two year old corporate executive in a very demanding, time-consuming job, came to us when he and…

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Young Wealth Accumulator

A young business owner’s accountant introduced him to us because he was accumulating a lot of cash…

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Dealing with the Financial Challenges of Divorce

After just going through a difficult divorce, a woman came to us for assistance. She had limited…

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Business Owner Looking to Monetize

A business owner came to us after receiving an offer to purchase his business.

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Couple Seeking Second Opinion on Investments

A business acquaintance of one of the executives at Heritage Financial referred this couple to us. They…

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Retired widow relocating to Florida

After losing her spouse, a client wanted to explore the option of moving to Florida.

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