C-Suite Executives and Professionals

As a highly-successful businessperson, your time is limited and your financial needs and opportunities are complex. You need someone in your court helping you oversee your financial big picture, providing you with clarity, confidence, and peace of mind. We act as your personal CFO, taking care of your financial needs and empowering you with everything you need to make well-informed decisions that will protect and maximize your wealth. Some of our key services are listed below.

Wealth Management*

Retirement Planning

Estate Planning

Charitable Planning

Stock Options

Investment Management*

*Financial Planning offered through Jason Apolenis, Bradley Burton, Samuel Froehlich, Aaron Jones, Michael Scheeler, Matthew Worthington and Kingsley Davis affiliation with Eagle Strategies LLC, A Registered Investment Adviser.