Your Wealth. Your Legacy. Strategically Protected
Your Wealth. Your Legacy. Strategically Protected
Since 2005, Circle of Wealth Corporation has guided executives, entrepreneurs, and families through every stage of financial and business growth. As both trusted advisors and advocates, we bring decades of experience in retirement planning, employee benefits, executive compensation, exit planning, and advanced estate strategies. But beyond numbers and balance sheets, we believe wealth is about more than money-it's about purpose, values, and legacy.
Our mission is simple: to help you live well today while preparing for a future that benefits the next generation.
The Value Acceleration Methodology is the backbone of business growth and exit planning. Through this unique process you will achieve three major components, referred to as the "Three Legs of the Stool" 1) Maximizing business value, 2) Personal financial planning, and 3) Life-after business planning. It's about building, harvesting, and preserving family wealth for generations to come and intergrating best-in-class business practices into daily operations.
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