I believe there's a steward in every generation who can bring their family's financial dreams to life by helping them build an exceptional team around them. I help affluent families, business owners and real estate investors make major decisions such as selling businesses, protecting intergenerational wealth and making work optional so they can live a purpose-driven life. I help them by taking ownership over their family's financial future.I live in Meredith with my wife and three kids, but I grew up in Sandown, NH, in a large family that owns more than a dozen businesses and real estate investments. I strive for excellence in the advice I provide to our business owner clients, so I earned the Certified Exit Planning Advisor® designation. Prior to becoming a financial advisor, I traveled the world working in the Hollywood and fashion industries, living between New York City and Los Angeles.I'm passionate and a little intense at times about getting results for my clients. In fact, I believe that's part of why families choose to hire us. We care, and it shows.We're a full-service team that takes ownership over your financial goals with you, helps to build and guide an exceptional team of professionals, and helps you live the life you've always dreamed of. This can also include creating your legacy and connecting us with your family tree to help you pass on the knowledge of fiscal responsibility before you pass on your wealth.Our typical client needs include banking services, cash flow management, investment management, paying for education and personalized insurance strategies covering life, disability and long-term care. We also enjoy handling more complex matters, including intergenerational estate considerations, tax-efficient investment strategies, employer-sponsored 401(k) retirement plans, profit sharing, cash balance plans, corporate trust services and advanced exit planning strategies.If you are looking to exit your business or simply want to start planning the next phase of your life, give us a call today at (603) 253-3328.