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Services

ASSET MANAGEMENT & PROTECTION

ASSET MANAGEMENT & PROTECTION


We focus on capital preservation, income and tax strategies.

We are a registered investment advisor with a fiduciary duty to your interests and take a prudent approach to help you minimize your risk. Prudent tax planning can minimize both your current and future tax obligations.  Keep your money for you and your family. We review your accounts, assets, trusts and other financial holdings to pursue maximum protection from disputes with legal authorities and others.

Real Estate

Real Estate


We help Real Estate Professionals and investors make more informed and effective financial decisions...

We know the real estate business!  We can help you make more informed and effective financial decisions...feel relieved, self-assured, empowered and confident about your overall wealth.

Let us discuss how we may add a benefit for you (or your client) to learn about tax-deferred investments

  • 1031 Exchanges process
  • Opportunity Zones
  • Estate planning

FOUNDERS & ENTREPRENEURS

FOUNDERS & ENTREPRENEURS


We are an independent veteran founded owned business and understand what it means to be an Entrepreneur.

Are you: Founders, Trailblazers, early employees, masterminds, developers, builders, risk takers, serial entrepreneurs, brainy acts, prime movers, innovators, pioneers, author, framer & makers (AKA Business Owner)?

We understand the balance and needs of a business and personal life. How to keep our best employees and protect yourself from loss of a key employee. Is it possible you need help with an exit strategy? We provide consulting for expanding, buying an exit strategy.

PERSONAL FINANCE

PERSONAL FINANCE


We believe financial advice is about having a plan that is customized to reflect your life's goals beyond just your finances. 

We take great joy in helping clients attain the lifestyle they are striving for, maintain that lifestyle for the rest of their life and for generations to come. Determine if you or your children have enough money to attend any academy, schools, college, university, or Institute. In addition to helping you make more informed and effective financial decisions... we help you feel relieved, confident, self-assured, empowered and good about your wealth.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@DefiningYourWealth.com | (775) 525-1040