Our Clients

Long-term planning is more important than ever. Many of today’s younger investors’ attitudes about stability and market volatility were shaped and influenced by the Crisis of 2008. We work across generations—with our multigenerational team—to address growth strategies, insurance and lending solutions, wealth transfer and preservation, estate planning strategies and philanthropic pursuits. 

We work with a select number of entrepreneurial-minded clients who value our technical expertise and knowledge regarding their professional enterprises. Through business networking and our innovative solutions, we can help address the full cycle of business needs from strategic financing to pre- and post-sale planning to succession and exit strategies. Entrepreneurs trust our ability to help simplify their lives, freeing them to pursue their ventures.

Our compassionate and solutions-oriented approach helps women understand, plan and ultimately take charge of their financial world—some for the first time in their lives. A number of our clients are successful women who trust us to deal with their most sensitive financial issues. We help them navigate the financial and legal hurdles they may face professionally when starting a business or new career, or personally during a separation, divorce or loss of a loved one

Certified Divorce Financial Analyst
As a Certified Divorce Financial Analyst professional, Chad Hartup is skilled at evaluating financial data and providing advice to clients and their attorneys that may impact their financial future. 

We advise professional athletes, coaches, their spouses and agents about their most critical financial decisions. However, our relationships look well beyond finances. We help you plan for life. At the end of the day, our advice is focused on one end goal—creating a plan that helps preserve your wealth for you, your family and your future—on and off the field.

For philanthropically inclined families, we serve as a strategic ally and sounding board as you determine how best to articulate your values and put them into action. We will assess your current charitable goals, address tax-efficient investment strategies and help you integrate philanthropy into your overall financial plan.

As we work together to address your legacy mission, our team will work with you and family members to provide education on philanthropy and participation strategies for the next generation. In that way, you care for future generations and charitable organizations with the least possible tax impact and expense.