As a business owner, there are myriad opportunities to write off business expenses on your tax returns. Our goal is to help you convert your business income into real wealth over time. An important part of that equation is minimizing your tax liability. We can work with your existing accountant or help connect you with a CPA whose specialties match your industry.
As small business owners, we care deeply about our community, and we actively advocate for the local business community. Hugh Anderson is Chair of the Government Affairs Committee with the Vegas Chamber. Mike PeQueen serves on the Board of Directors for the Henderson Chamber. And C.J. Neff is Council Chair for Vegas Young Professionals. If you’re active in the Las Vegas business community, chances are we’ve already crossed paths, or we’ll meet each other soon.
We don’t have a fixed minimum investment level. That being said, our team puts a lot of work into creating customized wealth strategies for each of our clients. If asset levels are too low, our costs might not make sense for you. We typically work with clients with investable assets in excess of $1 million, but we also work with many younger investors with high incomes and aggressive savings goals.
Our cost is structured as a percentage of assets under management, charged in arrears on a quarterly basis. The cost schedule is variable based on the level of assets and the scope of our work. We believe in full transparency. As a result, you clearly see what we are being paid for the value we provide. We do not receive any hidden fees or other forms of compensation. Finally, there are no lock-ups or penalties if you decide to go in a different direction.
The account opening process is handled by our skilled client service team who does all the heavy lifting. Onboarding occurs after we’ve gone through the financial planning process, mutually determined that we are a fit, and have agreed on your wealth strategy.