Your Wealth. Your Legacy. Strategically Protected
Your Wealth. Your Legacy. Strategically Protected
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.
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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