They include over 250 households, drawn from diverse professions, and from all stages of life, and living in 25 different states. Our clients’ own achievements and good habits drive their success. Our job is to support their efforts, providing the financial structures they need to obtain the financial outcomes they deserve.
Our founders still work with families that met early in their careers. Our clients are people we like and admire. The Opportunity to build relationships of trust and mutual respect that last for decades is one of the profound rewards of our professional careers.
TGS offers a broad range of wealth management services. How we serve you will depend on your situation, but for most clients we:
We understand the unique challenges facing medical professionals and we design integrated plans for building both their personal wealth and the success of their practices.
As equity owners of a private Sub-S corporation with revenues in the millions of dollars, in a highly-regulated industry, we face the same challenges that other entrepreneurs face every working day.
We have been business owners since 1990. We have been clients of The Strategic Coach, the world’s premier coaching program for successful entrepreneurs, since 1998.
We are engaged in research about the process and outcomes of selling a private business—best practices, pitfalls, and opportunities. Our findings will be published in our next book, working title Selling It Right: How to Turn the Sale of Your Business into Sustainable Wealth. If you would like to share your story about the sale of a non-public company, please click here.
We have helped hundreds of individuals and families accumulate walk-away wealth, successfully manage the financially and emotionally difficult transition from full-time work to full-time retirement, and sustain their chosen lifestyles during decades of active retirement.