Succession Planning Specialist

Your interests are the cornerstones of the work we do – period.

We start by listening to you and the answers you provide to our questions. Better questions generates better answers.  Often, the questions reveal problems you didn’t realize even existed.  That’s a key to eliminating surprises and adding certainty to your future.

Once we understand the core values and philosophies that guide your decision-making, we’re empowered to begin to shape a solution that is uniquely yours.  Transforming complex business structures, agreements, statements and family dynamics into simply elegant solutions is what we do.  You tell us what you are striving to accomplish, and we’ll design your bespoke roadmap.  We want to empower you to live your best life.

Decades of experience have confirmed everyone has a succession plan for their business, their wealth and their family.  We ensure your plan is by design, not by accident.

As a Wealthy Tortoise client, the things that are important to you will seem closer, in clearer focus and more attainable than before.  Whether you are dealing with crisis or opportunity, we bring a steady and responsive approach to the creation, protection and distribution of your wealth.

Our proprietary process works.  We ask questions, listen carefully and collaborate.  It’s all about transforming your net worth statement into your vividly imagined future.

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