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INSPIRE CHANGE

That's our core purpose.

From one generation to another comes big transition. We’re well-versed in the technical strategies that family businesses can use to pass the financial assets of the company and the family efficiently, effectively and equitably. During life’s big changes, we’re with our clients every step of the way.

FAMILY FOCUSED. TEAM DRIVEN.

Michael Palumbos, CBEC<strong>&#174;</strong>

Michael Palumbos, CBEC®

Gravitas Impact Certified Coach
Family Business Consultant
Meet Michael
Kay Pfleghardt, CFP<strong>&#174;</strong>

Kay Pfleghardt, CFP®

Private Wealth Services Advisor
NextGen Leadership Consultant
Meet Kay
Hope Thompson

Hope Thompson

Paraplanner
Technical Support Specialist
Meet Hope
Amy Kennedy

Amy Kennedy

Practice Manager
Client Relationship Services
Meet Amy

FAMILY

A family’s building blocks are the social, intellectual and relational capital of everyone within your clan. We want to help you create it, and keep it.

WEALTH

As a family business, your company is your biggest asset. We know wealth consists of your personal financials outside of the company too. The interaction between the two can be complicated. We want to help you grow it and protect it.

LEGACY

A family's balance sheet flourishes when it is focused on complete wealth. Your legacy is your family’s core values, responsible behaviors and community involvement. We want to help you nurture it and share it.

THE FAMILY, WEALTH & LEGACY DIFFERENCE

CRN-3160157-071320