Qualified Purchasers Approaching Retirement
A couple with more than $5 million in investable assets came to us with a large portfolio…
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…
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…
Young Wealth Accumulator
A young business owner’s accountant introduced him to us because he was accumulating a lot of cash…
Dealing with the Financial Challenges of Divorce
After just going through a difficult divorce, a woman came to us on the recommendation of her…
Business Owner Looking to Monetize
A business owner came to us after receiving an offer to purchase his business.
Couple Seeking Second Opinion on Investments
A business acquaintance of one of the executives at Heritage Financial referred this couple to us. They…
Retired widow relocating to Florida
After losing her spouse, a client wanted to explore the option of moving to Florida.