What We Do

Family Governance

To ensure the future is rich in all facets of life, we began all client collaborations with a family-values approach that focuses on three forms of family capital; human, intellectual, and financial. This lights the pathway toward the responsible shepherding both of the people and the assets when properly aligned, make up a family's true wealth. 

Wealth Advisory

Since 2005 Wealth Concepts has taken an approach to wealth preservation that not only values our clients money, but the very people it will someday protect...

Through our strategic alliances, we advise individuals, families and business executives with a suite of tactical wealth-advisory offerings; financial planning, asset protection, executive compensation,  trust, and estate services-with cutting-edge "family impact" services that help families with governance, stewardship, family leadership, risk management and family communication.

Strategic Benefits Planning

Our Total Rewards Insurance Agency in collaboration with the Health Rosetta Institute employs a nationally-recognized, six-step strategic benefits planning process that reduces wasted health care spending by 30-50%. Organizations who choose to employ this approach will transform their organizations and improve company margins, effectiveness and inefficiencies for the benefit of their workforce, stakeholders and shareholders.