Business Owners



Creating Clarity
Our Process
How We've Helped
Clarity, Simplicity & Wellbeing
Our History
Our Team
In the Community
Success Stories
By Phone or in Person
About the Team
Peter Andreana
Stuart Small
Anita Fair
Lori Latvala
Taylor Gray
Laura Andreana
Lise Andreana
Thomas Sears
Community Involvement
  • My business is a major source of my wealth
  • Income from $150,000 to $700,000
  • I am looking for cost and tax saving strategies
  • I have between 5 and 500 employees and revenue is between $5 to $50 million

We understand the needs of business owners

We have all heard the adage, “You don’t plan to fail – you fail to plan.” As a business owner, we know you appreciate the value of planning. It’s simply a key to success.  

Your goals and unique needs are always reflected in the financial plans and services we provide. It is possible to make informed financial decisions that dramatically increase and maintain wealth, with our assistance.  We’re happy to help.



Our Business Owner Wealth Continuum ™ process is unique– just like you.

We understand the many "hats" you wear: business owner, spouse, parent, and provider.  How do you best optimize and integrate the needs of each? You want an advisor who understands the “big (financial) picture” and will help you simplify your life, guiding you towards making informed decisions about your money.  We will identify areas of risk and work with you to avoid or minimize their effects.

 Well Being

Giving you time to focus on the important things (like running your business) is important to us.  Your financial situation can benefit from the clarity we provide. Your financial planning needs as a business owner will be fully met by our full service in-house team of advisors. Consider us part of YOUR team.


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