You've built something remarkable. I help business owners plan their company and their personal finances together, so your wealth keeps pace with the business you've built.
As a business owner, your time and energy are your most valuable assets. Financial planning often takes a back seat to the demands of running and growing your company — and that's a costly gap.
I work exclusively with business owners who are building toward retirement, weighing an eventual exit, or deciding how to reinvest what the business earns. I combine comprehensive financial planning with disciplined investment management, so your personal finances finally get the attention they deserve.
Many advisors manage a business owner's personal portfolio without looking at the business behind it. I look at the whole picture, and I work alongside your CPA and attorney; I don't replace them.
I grew up in a family of business owners and saw ownership up close: the cash flow swings, the reinvestment decisions, and the pressure on founders. As an independent RIA and a business owner myself, I approach your business from the inside, not as an outside observer.
"You deserve a financial partner who cares about your success, family, and the legacy you are building."
Most advisors can tell you what your portfolio is worth. I built ORA, the Owner Retirement Analyzer, to bring together your business value, personal assets, future savings, and potential exit — showing how your business fits into your retirement plan and where a gap may remain.
A tax move in the business, an exit decision, a bad year of cash flow — none of it happens in isolation from your retirement. I plan your business and your personal wealth together as one connected system, because that's how it actually works.
You get direct, ongoing access to me — not a rotating team of strangers or a call center. The person who builds your plan is the person who sits across the table at every review, for as long as you're a client.
Most business owners have never run the number. In 30 seconds, see how your business value and personal assets stack up against the retirement income you actually want.
See Your Number →Two core services working together to give you a complete financial picture — from where you are today to where you want to be.
You'll get to it when things settle down. They never do.
Most business owners have the pieces — a CPA, an attorney, maybe a retirement account — but no one connecting them into a strategy. Your personal finances keep getting pushed behind the business. Meanwhile, the decisions you're not making are costing you — in taxes, in lost growth, in time.
I handle that for you. You run the business.
Most of your money is probably sitting in something that looks fine on paper but isn't actually working hard enough.
The typical advisor gives you a diversified portfolio and calls it a day. I think differently. I look for structural edges — businesses with real competitive advantages — and I size positions asymmetrically: built to capture more upside and less downside. And I hedge. Because a great offense means nothing if one bad year wipes out five good ones.
All testimonials are from current clients of C.S. Wealth, LLC. No compensation was provided for these testimonials. Client testimonials may not be representative of other clients’ experiences.
Schedule a complimentary discovery call with me. No pressure, no obligations — just a straightforward conversation about your financial future.