Successful Families & Individuals
Comprehensive planning for affluent families navigating complex financial lives — from estate planning to multi-generational wealth transfer.
Executives & Business Owners
Strategic planning for business owners facing succession, key-person risk, and the intersection of personal and business financial goals.
Pre & Post Retirees
Retirement planning strategies that address income, tax efficiency, healthcare, and legacy — ensuring a seamless transition into retirement.
The Next Generation
Have questions about retirement, Social Security, or estate strategies? Reach out to our team to discuss your unique situation.
Process
Many families who have done planning have financial goals and objectives in place. Because our process includes a look at most facets of planning simultaneously, we can provide a more comprehensive picture than any advisor in a single discipline. A look at the big picture provides tremendous clarity — motivation is often a byproduct of clarity.
Clarity
When you reach certain breakpoints in wealth, new opportunities and consequences come into play. A plan addressed only in separate legal, investment, tax, and business planning silos is a dangerous plan. The last 20% of work to be done can make the difference between best intentions and achieving your intended results.
Action
Business runs in cycles of forward motion. We examine life, business, and legacy — looking into the future decades and centuries. We bring a forward-thinking outlook to build momentum around you and your planning goals. Peace of mind comes from making the intangible concrete and allowing the elusive to come into focus.
About Us Our People
Monte Fitch and Jeff Duncan bring decades of combined experience in estate planning, asset management, retirement planning, and business transfer. Their partnership is built on a shared commitment to comprehensive, process-driven wealth planning that puts clients first.
White Elephant Inheritance
SECURE Act 2.0: An Overview
