Broker Check

Private Wealth Management



This pyramid graphic demonstrates the difference between the various levels of Financial Advisors, all of which promote themselves as having retirement planning, wealth management, and estate planning capabilities.  The green asset value numbers on the right side shows a rough estimate of your investable assets and / or net worth that are appropriate at each advisor capability.

We use a comprehensive process to help our clients address each of their five key concerns, by helping them:

  • Make even smarter decisions about their money,
  • Mitigate / minimize the negative impact from all of the tax collectors,
  • Provide even more to their heirs  (now and in the future),
  • Protect even more of their assets from being unjustly taken, and
  • Magnify even more their charitable gifts.

In some cases our clients require help in planning across multi-generational families.  The challenge is how to balance maximizing returns, maximizing cash flow, minimizing taxes and maximizing what is transferred to and through the various estates.  How can we maximize the net wealth transfer to those you love and care about.

Because we are small business owners ourselves, we are naturally drawn to working with other small business owners, farmers and ranchers.   We find that we share a similar outlook on life and gravitate towards folks who are a little more independently minded in their perception of what is important.  If you are a small business owner, or a farmer or rancher,  we know that you have your own unique set of circumstances and planning considerations.  

Weather you have the need for wealth management, or a need to grow and protect you small business or agricultural enterprise, we would appreciate the opportunity to sit down with you and see if we could earn your trust.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Tax Management Planning

Tax Management Planning

Years of experience have prepared us to guide you through your life transitions.

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Estate and Legacy Planning

Estate and Legacy Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Trust Planning

Trust Planning

Trusts can be a great way to handle Estate Planning, Inheritance distribution and Charitable Giving.

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Real Estate 1031 Exchanges

Real Estate 1031 Exchanges

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Small Business Owners

Small Business Owners

While you build your business, we help you set aside funds for your employees and your own retirement.   We help you protect you and your business incase of disability or premature death.  When you are ready to retire, we help with succession planning 

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Farmers and Ranchers

Farmers and Ranchers

You work your entire life to grow and protect your land.  When you want to retire, we can help you transfer those asset to the ones you would like to continue and build upon your hard work.

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Warren Buffet on Happiness and the Meaning of Life

We don't always agree with Warren Buffet, but we thought his insight into the "Meaning of Life" was important enough to share with you.

In a recent conversation between Joel Weldon and Pat Webb, Joel recommended this clip to Pat, because it supported what it important to us as individuals and advisors, earning our client's long term trust.   Words that everyone can benefit from.  

If you are already retired, skip forward 3 minutes.  "Who Would Hide You"


The Following Two Videos


Please take a few minutes to review the videos below.


Creative Planning -  Being creative is important, because Estate Planning is as much an art, as it is a financial science.  From the video you can see, that we try to think outside the box.  Everyone should watch this one.

***  The Stretch IRA concept discussed in the video has been eliminated by congress in December of 2019 (with some exceptions), by the Secure Act.  If you would like more information on this change, or the change in rules for "Non-Spouse" beneficiaries (including your childre), let us know on the form at the bottom of this page.


Dress Rehearsal -  This video is disturbing to many, and that is why it is tucked away down near the bottom of the page.  It is about doing a rehearsal periodically with your financial team, to go through what would happen if you were to suddenly not be able to either function (stroke or other disability), or pass away prematurely.  Some clients find this video hard to watch, but we find that clients that do watch it, have experienced first hand what it is like to try to settle a loved one's estate, without any guidance or preparation.  It often amplifies the feeling of loss for the trustees, executors, or advocates of your estate.





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