Qualified Purchasers Approaching Retirement
A couple with more than $5 million in investable assets came to us with a portfolio that…
Corporate Executive Transitioning to Business Ownership
A marketing executive was starting his own venture after two decades with a multi-national firm. The complexity…
Corporate Executive in a Demanding Job
A corporate executive in a very demanding, time-consuming job, came to us when he and his wife…
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 for assistance. She had limited…
Business Owner Looking to Monetize
A business owner came to us after receiving an offer to purchase their business.
Couple Seeking Second Opinion on Investments
A business acquaintance referred a couple looking for a second opinion on their investment portfolio and verification…
Retired widow relocating to Florida
After losing her spouse, a client wanted to explore the option of moving to Florida.