Since 2005, The Circle of Wealth Company™ has guided business owners, executives, high-earning athletes, and entertainers through every stage of wealth building, protection, and legacy transfer.
We’re not just financial advisors — we’re legacy architects. Our integrated approach combines strategic retirement planning, premium-financed insurance, executive benefits, and advanced estate strategies into one unified path.
Whether you're scaling a company, protecting your brand, or preparing for life after the spotlight, we help align every decision with your long-term vision.
At the core of our mission is a simple belief:
True wealth isn't just financial — it's generational.
From boardrooms to locker rooms and red carpets, we help clients secure the bag today and build the legacy that lasts.
Purpose-built for business owners, families, and high-earning athletes and entertainers—these pillars drive enterprise value, protect generational wealth, and create long-term financial clarity.
✔️ Business Value Acceleration
Reposition your company to become scalable, transferable, and irresistible to buyers—while unlocking the 80–90% of wealth that’s often trapped inside, shifting from owner-dependent chaos to a systems-driven enterprise value.
✔️ Strategic Benefits Planning
Identify hidden overspend and obfuscation in your healthcare plan—then reallocate those dollars into high-impact areas like executive retention, capital reserves, or exit readiness, transforming it from a siloed HR line-item into an integrated, value-driving capital stack.
✔️ Retirement & Exit Planning
Align wealth, retirement, and exit strategies into one unified path—so you can leave on your terms with clarity and confidence, moving from vague financial noise to a purposeful wealth transition.
✔️ Premium Finance Solutions
Fund $10–25 million insurance legacy plans—without draining operating or personal cash flow. Protect NIL income and brand equity while building long-term security, shifting from out-of-pocket strain and liquidity risk to efficient, tax-advantaged wealth transfer.
✔️ Family Governance & Generational Planning
Establish frameworks that pass on values as well as assets—protecting your family’s vision, voice, and financial legacy across generations.
Use our Legacy Playbook System™ Family Governance Starter Kit to start the conversation—then move toward implementation with clarity and confidence.
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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