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Driven By Relationships

In our relaxed approach, we prioritize constant communication, unwavering loyalty, and the enjoyment of clients becoming friends, offering a fresh and innovative approach to financial services that sets us apart from traditional advisors.

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Services
How Can We Help You?

We are proud to offer our services to business owners, retirees and pre-retirees, and high networth professionals.

Retirement

With careful analysis of your current financial situation, retirement goals, risk tolerance, and factors such as inflation, healthcare costs, and longevity, our team will create a personalized retirement plan aligned with your needs and aspirations.

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Small Business

We can help you develop a comprehensive plan aligned with your business goals that involves making sound financial decisions, mitigating risks, seizing opportunities, saving personally, retaining key employees, and ensuring flexibility to navigate the ever-changing business landscape.

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Estate

We possess the knowledge to navigate the complexities of estate laws, to help minimize tax liabilities, and ensure that your assets are distributed according to your wishes, providing you with confidence and preserving your legacy for future generations.

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High-Net-Worth

We have a deep understanding of sophisticated tax and financial strategies that can benefit high net worth individuals.  Our access to private equity, private debt, and other alternative investments allows us to cater to the needs of individuals looking for something outside of the traditional mutual fund models.  

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Tax Strategy

Through careful analysis of your financial picture, we develop personalized tax strategies tailored to your circumstances and goals, aiming to minimize tax liabilities, maximize after-tax income, optimize deductions, utilize tax-efficient investment vehicles, implement tax-efficient estate planning strategies, and ultimately reduce your tax burden.

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Financial Planning

For a flat fee and no commissionable product sales, our team can create a personalized financial plan for your financial success and adapt it as your circumstances change, to help ensure that your financial future is in capable hands.

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Client Testimonials


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"Your entire team is great and I have confidence in my strategy. Thank you for helping me enjoy my early retirement."

The statement was provided 11/15/23 by Linda Low who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Warren Buffet

"Ryan offers a high level of professional advice and education. He is an advocate for me. We have a strong mutual trust and confidence – which is supremely important to a successful partnership."

The statement was provided 11/15/23 by Kathy N. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Our Resources

"We truly appreciate the thorough team approach that is utilized to manage our accounts. However, the detailed, individualized, focus provided to us by Mark truly helps us understand the direction and approach the investment team is undertaking to grow our investment. Our family's future is in great shape with BPW at the steering wheel! Thanks..."

The statement was provided 11/15/23 by William and Kathy Baker who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

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