Specialized Services
Providing customized line of business buildouts
Private Client
Are you looking to expand your business into the high net worth market? My private client consulting service can help. I specialize in helping businesses create tailored solutions to serve the most valuable clients. With my expertise in segmentation and private client offerings, we’ll collaborate to develop a strategy that drives growth and success for your business.
Business Transition
As a Certified Exit Planner, CExP®, I specialize in helping professional service providers develop a business transition planning offering that serves as a valuable resource for their clients. With my expertise and experience, I can help you create a custom plan that addresses the specific needs of each client and positions you as a trusted advisor. Let's work together to build a comprehensive, effective exit planning solution.
Philanthropy
As a Chartered Advisor in Philanthropy, CAP®, I have developed a unique approach for helping professional service providers broaden their impact. By incorporating intentional philanthropic offerings into your business model, and leveraging philanthropy specialists in the community, you can deepen relationships with existing clients and attract new customers who share your values.
The Greatest Wealth Transfer in History...
Are you prepared?
$80 Trillion
Assets set to transfer over the next
20 years
75%
The percentage of wealth in the hands of women over the age of 50
90%
The percentage of accounts projected to transfer away from current advisor
31%
National wealth held by GenX by 2030