VIP Bespoke Retirement Next Level Strategies for Complex Wealth

Does Any of This Resonate with You?

  • Do you reside in or earn income across multiple states or countries?
  • Are your assets spread across real estate, IRAs, trusts, business interests, and investment accounts?
  • Are you nearing retirement and want a clear, tax-efficient strategy — not just projections?
  • Do you want proactive tax planning, not just tax reporting?
  • Are you preparing to sell a business, real estate, or a concentrated stock position?
  • Do you want to support aging parents, a loved one with special needs, or future generations - without creating complexity?
  • Are you part of a same-sex couple and concerned about how future legislation could impact your financial and estate plans?
  • Do you already have a financial advisor — but feel this stage of life requires deeper strategy?
  • Do you wonder if everything you’ve built is really working together — or just sitting in different accounts?


These are the kinds of questions and concerns our clients bring to us.
If your current advisor can’t answer them with clarity and confidence — we can.

That’s next-level strategic thinking for complex wealth.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

We See Strategy Where Others See a Checklist

At our practice, we take a comprehensive view of your financial life.

We look at your entire financial life — assets, timing, taxes, people — and build a strategy that works in the real world, in real time. Because when you have complex wealth, templated advice just isn’t enough.

With over 25 years of experience, founder Mark Vivian has guided individuals and families through life’s most pivotal financial decisions — always with custom strategy and your goals in mind, not just spreadsheets or templated advice.

We don’t just open doors.We help you decide which ones are worth walking through — and when.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

You’re all clear, kid. Now let’s blow this thing and go home.
Han Solo