SEC CRD #801-62778
Wealth Management for Business Builders and Visionaries Wealth Management for Business Builders Visionaries We help growth-driven tech founders, entrepreneurs, and executives build wealth with intention. We serve clients nationwide with offices in Atlanta and Austin, offering expert financial guidance to keep you thriving. We Get You The Pressure You Face We Understand What You re Up Against... Balancing growth, managing wealth, and staying ahead in a fast-paced world isn’t easy. From navigating complex taxes to aligning business and personal goals, we’re here to help you tackle the obstacles standing between you and your vision. Get in Touch We Get it... Your finances are complicated—between equity comp, business income, and investments, it’s hard to keep track of everything or feel fully in control. Your time is limited. With a packed schedule and constant demands, sitting down to manage personal finances rarely makes your list. You feel like you re paying more tax than necessary. Without a proactive plan important tax strategies get missed. Even with high income, it’s not always clear if your money is supporting long-term goals like retirement or a future business exit. A Strategic Partner for Your Wealth, Time, and Future Our Expertise As a fiduciary, your best interest comes first. Our guidance is conflict-free, transparent, and tailored to help you move forward with confidence. Wealth Management We provide personalized portfolio management, cash flow, financial planning
JOHN A. HANSON
PRINCIPAL AND CHIEF COMPLIANCE OFFICER
📞 (914) 722-1700
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AUM
$641M
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