Broker Check

Business Services

In this age of increased complexity and regulation, it is imperative for business owners to form a partnership with a trustworthy and progressive advisor. We can provide introductions to high value-added interim and permanent leadership exclusively at the C-level for start-ups and small businesses. We offer our clients an extensive network of close and trusted relationships, which includes but is not limited to commercial bankers, employee benefits consultants, accountants, law firms, and business insurance providers.

We personally focus on the following services to support startups and small businesses reach their goals:

  • Low-cost 401k, defined benefit and other retirement plans
  • Succession planning for small businesses through buy-sell agreements 

Please contact us if you would like a trusted partner to advise you regarding both your personal and/or business wealth.