Built for people whose finances have outgrown simple answers.
Business owners approaching a sale. Professionals whose income has outpaced their plan. Families moving wealth to the next generation. Different lives, one common need: every part of the plan working together.
Business owners near a sale
You built something worth buying. Now you are somewhere on the road to selling it: two years out, in the middle of a deal, or the wire already hit.
A sale like this is usually the largest liquidity event, the largest tax event, and the most cash you will ever receive at one moment. And it only happens once.
Questions we hear
- “I'm selling in the next two years. What should I be doing right now?”
- “How do I handle the taxes on the sale?”
- “What do I do with the proceeds so that working becomes a choice?”
High-income professionals
A physician, attorney, executive, or independent professional with strong cash flow and not enough hours to manage what it creates.
A tax bill that grows faster than your free time, wealth concentrated in one employer or one asset, and a portfolio that runs on autopilot while your income does not.
Questions we hear
- “I earn well. Why does my money not seem to be keeping pace?”
- “My tax bill is a very real number. What are my options?”
- “Most of my wealth sits in one company. What now?”
Multi-generational families
A family whose wealth is meant to outlast you.
Getting assets to the next generation tax-efficiently, in the right vehicles, at the right time, with heirs who are ready for it and a family that stays on the same page.
Questions we hear
- “How do we move wealth to our kids without losing more of it to taxes than we should?”
- “Will our children have a trusted place to turn when the wealth reaches them?”
- “How do we keep everyone on the same page while we are still here to lead the conversation?”
Ready for one team.
Plenty of people arrive here with good professionals already in place. An advisor on the investments. A CPA on the taxes. An agent on the insurance. An attorney on the estate. Each one doing their job well.
The missing piece is rarely another specialist. It is coordination. Investments, taxes, insurance, and estate each affect the other three, and when nobody is running the whole play, things fall through the gaps between good people.
That is the seat we take. One team, one plan, and your CPA and attorney working with us, not around us.
Questions we hear before the first meeting.
- Do you only work with clients in Florida?
- No. Our office is in Ponte Vedra Beach, Florida, and we work with clients nationwide. Most of our work happens in scheduled meetings, in person or virtual, so geography has never limited who we can serve.
- Do I need a certain amount of assets to work with you?
- We do not publish a minimum. We are built for situations with real complexity: a business sale on the horizon, meaningful income, wealth crossing generations. The first conversation is how we both find out whether we are the right fit.
- I already have a CPA and an estate attorney. How do you fit in?
- We work with them, not around them. Tax strategy is coordinated with your CPA so the plan and the return tell the same story, and estate work is executed with your attorney. Our job is making sure all of it points the same direction.
- What if I do not fit neatly into one of these three groups?
- The three profiles above describe most of the people we serve, but not all of them. Near-retirees who want income, tax, insurance, and estate planning coordinated in one place are a good example. If your situation demands more than off-the-shelf advice, the conversation is worth an hour.
- What happens in a first conversation?
- An hour, and most of it is us listening. You talk about your life, your family, and what you have built. Toward the end we share what we think is worth a closer look. Ideas, not recommendations. Then it is your call.
Find out where you fit.
Bring your situation as it is. We will listen, tell you plainly what we see, and the answer is allowed to be no, in either direction.