Who We Serve

Community Professionals

We are here to teach and bring resources to accountants, attorneys, capital market professionals, financial advisors, leadership coaches, and others who directly serve individuals, families, entrepreneurs, and non-profit organizations. You are the “Gatekeepers” who hold and foster many relationships and can affect change. We want to provide you with the necessary resources and tools to do so.

Entrepreneurs

Many of our members serve entrepreneurs and are entrepreneurs themselves. All members come from results-based backgrounds. Entrepreneurs imagine, build, and eventually sell or pass on their creations. Along the path are junctures where capital is put in motion. With proper planning, you can transform your assets, in a tax-wise manner, into resources that positively impact yourself, your family, your community, and your causes, all within the context of your vision. 

Individuals & Families

Whether it be to make an impact today or foster an enduring legacy for the future, we have the resources to help. We understand that your confidence in your present and future comes first. Confidence is preceded by clarity and clarity gives the freedom to explore possibilities. We want to help you see what’s possible.

Non-Profits

Non-Profit organizations are as diverse as the people, communities and causes they serve. By empowering Professionals, Entrepreneurs, and Individuals & Families, we aim to help fund their causes and passions. The goal is to bring more economic resources to the community and capture potential lost opportunities. Additionally, this diverse community has expressed a desire for education in financial literacy & planned giving. We are striving to listen more, learn more, and teach more to benefit these groups.