In our Family Office model, our clients are the center of the universe. Like the sun in a solar system, they are the gravitational force that everything orbits around—every service, every strategy, and every professional relationship is aligned with one purpose: to support their financial clarity, security, and long-term success.
Orbiting closest to our clients are the entities that make up Our Team. These organizations—Wealth Management Accounting and Wealth Management Bookkeeping in Florida, and ProTax and DR Financial Group in Indiana—function as core planets. Though geographically separated, they move in synchronized orbit, working together as one cohesive unit. They operate in perfect harmony to deliver seamless, integrated financial solutions, regardless of location.
Also in close orbit is ProDocs Document Preparation, a crucial component that bridges legal and operational planning across both regions. Together, this inner circle forms the Family Office’s foundational ecosystem—aligned, collaborative, and client-centered.
Beyond this central orbit are our Trusted Resources: partners like Reynold’s Wealth Management, Emerge 180 Wealth Management and Tower Law Group. While not part of our internal team, these firms remain within our gravitational pull—vetted and reliable professionals we work with to complete the full picture of a client’s financial plan. They orbit just beyond our core system—trusted allies moving in sync with our shared mission.
Together, this solar system represents more than a network—it reflects a philosophy. Each entity plays a defined role in helping our clients achieve long-term financial wellness. When all pieces align and move in tandem, clients at the center receive the clarity, consistency, and support they deserve.
