Our Work Gallery
Our clients come from everywhere — tech startups, family businesses, retirees planning their next chapter. We've helped 47 different people figure out their money. And honestly? That's where the real work happens. Not in fancy spreadsheets, but in actual conversations about what matters.
Tech Founder's Exit Strategy
Helped a software entrepreneur structure a $3.2M sale. Navigated tax implications and built a post-exit investment plan that stuck.
Wealth Planning
Family Business Handoff
Three siblings. One manufacturing company. We worked through the mess and created a buy-sell agreement everyone could actually live with.
Business Succession
Portfolio Rebuild After Divorce
Client lost half her assets. We didn't just rebuild—we redesigned her entire approach. She's ahead now, which feels pretty good.
Investment Strategy
Early Retirement at 52
Teacher wanted out. We ran 14 different scenarios, adjusted spending habits, and proved she could actually do it. She retired last spring.
Retirement Blueprint