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A Boutique Wealth Advisor.

Empowering entrepreneurs, founders and their families.
Let’s have a conversation and get your financial house in order.

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Services
Guidance. Support. Education.

We offer custom guidance, support, and education to our clients as they navigate personal or business financial matters.

Personal Planning

Saving for life outside of your business or in retirement? Funding your estate and legacy with life insurance? Advice in investment analysis and planning? We can help with that. From getting the most out of your company-sponsored 401(k), tax planning, or real estate investment, to figuring out how much income you will need in retirement; we have your back.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Business Planning

Your business is your largest investment and a key piece of your wealth and legacy plan. The wealth management aspects like value acceleration, tax planning, and business continuation strategies don’t need to be on your plate alone. We have you covered.

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Investment Banking

Creating a liquidity event for retirement or for "the next thing", raising capital to fund new ideas.  Accelerating growth through acquisition or selling off assets or business units to that no longer fit the goals of your organization; we can help with that.

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Thoughts On Success


John Smith

“I always did something I was a little not ready to do. I think that’s how you grow. When there’s that moment of ‘Wow, I’m not really sure I can do this,’ and you push through those moments, that’s when you have a breakthrough.”

Marissa Mayer, Yahoo 

Don Anderson

"You can have it all. Just not all at once."

- Oprah Winfrey, Harpo Production

Marla Smith

"Dear optimist, pessimist, and realist - while you guys were busy arguing about the glass of wine, I drank it! Sincerely, opportunist!"

- Lori Greiner.

Daniel Meyer

"The most difficult thing is the decision to act, the rest is merely tenacity."

- Amelia Earhart

Evelyn Harris

“Don’t let others define you. Define yourself.”

Virginia M. Rometty, IBM

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Aurora Team