We help sales, legal, and medical professionals by addressing the following issues:

  • Asset Preservation
  • Retirement Planning
  • Business Succession Planning


We help executives manage the following:

  • Concentrated Stock Positions
  • Retirement and Benefit Planning
  • Employee Stock Options

Business Owners

We work with business owners in the following areas:

  • Exit Strategies
  • Employee Retention
  • Cash Management


We help athletes with the following:

  • Asset Management
  • Retirement Planning
  • Estate and Trust Planning

*Jamie Grant is certified to work with players of the National Basketball Players Association as a financial planner.