For Business Owners & Institutions

A Partner Who Understands the Weight You Carry

You’ve built something meaningful.

A business. A team. A legacy. But with that success comes complexity—and responsibility. You’re not just managing operations; you’re shaping futures. Your employees look to you for leadership, stability, and benefits that support their lives beyond the workplace. 

We understand what it means to carry that weight. That’s why we serve as a strategic partner to business owners and institutions—helping you make confident, informed decisions that benefit your people and protect what you’ve built. 

Whether you’re designing a retirement plan, preparing for succession, or aligning your business finances with your personal goals, we’re here to walk alongside you with clarity, care, and expertise.  

Retirement Plans That Work—for You and Your Team

You want to offer a retirement plan that’s competitive, cost-effective, and easy to manage. But the landscape is complex, and the stakes are high. We help you cut through the noise and build a plan that fits your business and supports your employees’ futures. 

Our retirement plan services include: 

Plan Design & Implementation

Tailored to your company’s size, structure, and goals

Investment selection, performance, and management

Committed to diversified, conservative asset allocation

Fiduciary Support

We can act as a co-fiduciary or serve as a full fiduciary to reduce or nearly eliminate your responsibility

Ongoing Plan Management

Monitoring, benchmarking, and vendor coordination

Employee Education

Empowering your team to make smart financial decisions

We don’t just set up plans—we build long-term partnerships that evolve with your business.

Aligning Your Business and Personal Wealth

Your business is likely your most valuable asset. But how does it fit into your personal financial picture? We help you connect the dots—so your business success translates into personal financial freedom.

We guide you through:

  • Exit and succession planning 
  • Tax-efficient compensation strategies 
  • Risk management and insurance 
  • Integration of business and personal financial goals 

You’ve worked hard to build your business. We help you protect it—and plan for what’s next.

Institutional Services with a Personal Touch

For nonprofits, foundations, and other mission-driven organizations, we offer investment consulting and governance support that aligns with your values and fiduciary responsibilities. Our approach is collaborative, transparent, and always mission-focused.

Our services include:

  • Investment policy development
  • Portfolio construction and oversight 
  • Endowment and reserve fund management 
  • Board education and fiduciary training 
  • ESG and mission-aligned investing 

We bring institutional-grade resources with a boutique level of service—helping you steward your assets with purpose and precision.