True Wealth Is Family
the total client model
Our team implements The Total Client Model, designed to assist individuals, couples, families, and business owners in navigating seven aspects of financial growth:
- Making smart decisions about money
- Mitigating taxes
- Preparing for a successful and profitable business exit
- Taking care of loved ones
- Securing assets from unjust seizure
- Magnifying charitable gifts
- Preserving a family's human, intellectual, and financial assets for generations
Led by CEO and Chief Strategist Antione Turner, The Circle of Wealth Companies operates under a unified framework that prioritizes value growth and alignment of business, personal, and financial goals.
We foster collaboration among a network of top-tier professionals spanning diverse disciplines. This community of like-minded advisors shares a collective mission: to facilitate the growth, preservation, and seamless transition of wealth for both individuals and business owners.
Our team comprises experts in exit planning, wealth management, workplace health benefits, insurance advisory, retirement planning, tax and estate planning, family business advisory, investment banking, private equity, and business brokerage. Together, we deliver comprehensive solutions tailored to meet the unique needs of our clients.