Contact Us

We only consider new relationships with those who have been referred by an existing client or who have heard our team speak at an event or on a podcast. If this is true of you, we invite you to complete this short form.

Once received, we’ll reach out within a business day or two to start the conversation.


1113 48th Avenue North, Suite 119,
Myrtle Beach, SC 29577




Our virtual services cater to clients nationwide.

You may still be wondering….

Who do you work with?


We typically only work with families around the country that have more than $10M in net worth or make more than $1M per year in income. We have and will engage with families in slightly different situations if it makes sense.

If you haven’t quite met those goals but like the way we serve, I encourage you to connect with my teammates at our sister company, Sovereign Private Wealth. Learn more here.

Where are your clients located?


Our clients are located in all four corners of the country and throughout.

What do you do for families?


We solve complex business, tax, family, and wealth problems.

How do I know your advice is in our best interest?


We are fiduciaries.
We receive no commissions to recommend a particular investment.
We give advice that's legally required to be in your best interest. So it is—always.

What if I want to stop working with you down the road?


When you partner with us, you can leave at any time. There are no exit fees. We can be fired any day of the week by any client we serve—on purpose. We've intentionally structured our business in a way that holds us to the highest levels of accountability. If we stop adding value to your family, you deserve better.