Services
Personal Wealth Management
Your financial life doesn’t exist in a vacuum.
Your investments, your retirement strategy, your estate plan, your risk exposure — they’re connected to each other, and they’re connected to your business. Most advisors only see part of the picture. Dan sees all of it.
He works with owners, executives, and families to align every piece of the financial puzzle. Tax-aware planning. Asset protection. A clear strategy for what comes after the business — the life you’re building toward, not just the portfolio you’re accumulating.
No product pushing. No one-size-fits-all allocations. A long-term relationship with someone who understands where you’re trying to go and builds a plan around that destination.
Employer-Sponsored Retirement, 401(k) & Benefits Consulting
Your benefits program is a key business decision that requires executive input. Poorly structured retirement plans and health benefits carry real fiduciary risk. They drain cash flow in ways that don’t show up until renewal season. That quietly costs you talent you worked hard to attract.
Dan helps employers design, govern, and manage retirement and benefits programs that reduce exposure, control costs, and compete for good people. He looks at utilization, plan design, vendor relationships, and compliance, bringing everything into alignment with your margins and your goals.
It’s one of the most overlooked levers in a business. Getting it right changes more than just your benefits line.
Business Consulting for Owners Considering an Exit
Most owners don’t have a business. They have a job that depends on them showing up.
That’s what happens when there’s no road map for what comes next because you’re focused on now.
If you’re thinking about selling, stepping back, or building something that doesn’t fall apart when you take a vacation, the time to start is earlier than you think. The gap between what your business is worth today and what it could be worth at exit is real – and it’s closeable.
Dan uses a structured assessment process to identify exactly where value is being lost and where the biggest opportunities exist. Then he builds a road map to close the gap — systematically, over time, with your wealth strategy and your business plan moving together.
The goal isn’t just a successful sale someday. It’s a business that gives you real choices right now.