John understands the complexities, challenges and rewards associated with entrepreneurship, business transition and wealth management.
Get Your Wealth Wisdom
John’s simple, honest and insightful approach make him a natural speaker. His combination of experience, knowledge and training have uniquely positioned him as a leader who can speak with confidence and authority on several key topics including:
- Financial Planning for Entrepreneurs
- Business Succession Planning
- Integrated Wealth Management (includes coverage of investment strategy, corporate/family structures, risk management, estate/charitable planning)