jc23

My brand is a boutique wealth management and exit-planning firm that helps entrepreneurial, high-achieving individuals and business owners gain clarity, confidence, and financial freedom. We provide a personalized, high-touch, virtual family office experience that brings all aspects of a client’s financial life together. Our target audience is entrepreneurs and family business owners—typically with $5M–$50M of investable assets—who are preparing to exit their business in the next 3–5 years. They are forward-thinking, value deep relationships, and want a trusted strategic partner to guide them through major financial and life transitions.