Build a legacy of financial strength for your business. We provide tailored solutions that address the unique challenges of corporate finance, ensuring your company is equipped for long-term stability and expansion.
Strengthen employee benefits with strategic retirement solutions.
401(k) Plans & SEP IRAs
Custom-designed employer retirement plans to enhance employee retention and tax efficiency.
Health Savings Accounts (HSAs)
Help employees save for medical expenses while reducing taxable income.
Defined Benefit Plans
Structured pension programs that maximize retirement security for business owners and employees.
Optimize financial operations to drive success.
Tax Planning & Reduction Strategies
Identify opportunities to reduce business tax liabilities.
Cash Flow Optimization
Ensure financial liquidity to maintain operations and fuel business growth.
Debt Management & Financing
Optimize debt structures and financing options to improve financial health.
Prepare for the next chapter of your business.
Ownership Transition Strategies
Develop a clear succession plan for business continuity.
Buy-Sell Agreements
Legally binding agreements that protect partners and stakeholders in business transitions.
Executive Compensation Planning
Create competitive compensation packages to attract and retain top talent.
Answers to our most common business questions.
Services typically include investment management, retirement planning, tax strategy, estate planning, risk management, and philanthropic planning.
We use bank-level encryption, secure client portals, and strict privacy protocols to ensure your data is safe.
Yes, we offer customized portfolios including ESG and socially responsible investing strategies.
We use a combination of personalized risk assessment, long-term goals, and market research to build your portfolio.
We’re transparent about fees—no hidden costs. Most of our clients pay a percentage of the assets we manage for them, but we’ll explain everything clearly upfront.
You can schedule a complimentary consultation with one of our advisors through our contact page or by phone.
We work with individuals, families, and business owners who want expert guidance to grow and protect their wealth—whether you're building it, preserving it, or planning your legacy.
We take the time to really get to know you—your goals, values, and concerns—then build a custom plan around that. It’s personal, not cookie-cutter.
Yes, 100%. We’re fiduciaries, which means we’re legally—and personally—committed to putting your needs first.
As often as you’d like! We check in regularly (usually quarterly), but we’re always here if you have questions or life throws a curveball.
Mike Tunney
Wealth Advisor
Specializes in business financial security, insurance, and succession planning.
“From securing your employees’ futures to strategically planning your business’s exit, we deliver tailored financial solutions that fortify your company’s foundation and drive sustainable growth.”
View additional services we provide.
