Caring, Trust & Expertise.

  • Our Mission is to honor the depth of the relationships and trust we have with our clients.
  • Our solutions solve complex estate and business situations with innovative life insurance, financing, and advisory services. Our solutions protect and grow assets and legacies.
  • Our solutions are cutting edge, providing unique opportunities specifically tailored to each client’s needs.
Doug McClure Our Team

Wealth Management Services

Who We Serve

Conversations about one’s personal and business financials and wealth are private and often intimate.
That is why we operate under the principle of One Degree of Separation,
Our clients are our family, our friends, or friends of our friends.

Business owners

Owners and Leaders of privately held and family businesses.

Family Estates

Families Focused on creating multi-generational wealth

Senior Executives

Executives with complex compensation packages

What We Offer

We provide custom life insurance, financing, and estate and business advisory solutions and services.

How We Work Together

Cares for Me Like Family

We begin with people we know, people who trust us and we trust them. Only from this foundation can we have open and frank discussions.

Creates a Plan that’s Right for Me

We ask the questions our clients ask themselves in those moments of quiet contemplation (and sometimes anxiety).

Experience and Expertise

Each client situation is unique. We explore to understand, and then bring resources to bear that are most appropriate for the situation.

Latest News

Financial education is important too us. We share educational material that can help you make important financial decisions.

Return of Premium Life Insurance

Return of Premium Life Insurance also referred to as ROP rider/ROP insurance simply means that an insured gets a tax-free return on all the paid premiums after the expiry of their life insurance policy provided they are still alive. For instance, if you paid $100 per...

Five Issues Financial Advisers Cannot Handle

People who make substantial amounts of money and are wealthy are always in need of financial advisors and people they can rely on for advice on how they can invest their money, how to take care of their estates and ensure that their wealth is safe and secure even when...

Top Tax Advantages Of Life Insurance

Do you have a life insurance cover? Well, consider taking one soon. Life insurance should be a significant investment part of your finances if you have dependents. Life is more fulfilling knowing that in case your time to depart this world came, those affected by your...

Famous Celebrities Who Died Without A Will

When you hear of famous celebrities and influential people the first thing that comes into your mind is financial stability, wealth and a life that is well taken care of by the best in the industry. If it is financial advisers, insurance, banking services and all...

Valuable Reasons Why Powerful Leaders Never Stop Learning

Learning is a continuous process. As we live each day, we encounter new experiences that present us with new opportunities to learn new things. Actually, education can be equated to how living things grow. When something is living, it, but when it dies, it no longer...

Buying Life Insurance for Your Parents

Three crucial tips you need to know about buying life insurance for your parents. Buying life insurance for parents can sometimes be tricky. However, when done correctly, it is very beneficial. Buying life insurance for your parents is a smart way for your parents to...

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