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.

Five Principles Mentorship & the Secrets to Success

For many entrepreneurs and small business owners, maintaining relationships with mentors can make the difference between success and failure. In fact, contrary to popular belief, when it comes to truly stellar business accomplishments, many of these wunderkinds who...

How Assemble a Successful Team

We have all heard the somewhat depersonalizing term "human capital.' In fact, it's a commonly used term whenever there are discussions concerning business strategy. There is a good reason this term is utilized, and that is because people themselves are absolutely...

Here are the Basics About Corporate-Owned Life Insurance

Each year, millions of Americans utilize life insurance as a financial safeguard, providing their families and other beneficiaries a multitude of protections, most importantly ensuring the continuation of their legacy. What you may be unaware is that many corporations...

Do Upper Class People Require Life Insurance?

It is common to assume that you should only purchase life insurance if you think that the loss of a person would create financial hardship in the family. Most commonly, people attain insurance for bigger investments such as homes and cars, however, items like phones...

Why It Is Important To Leave a Will?

Did you know, one of the greatest singers in the world, Aretha Franklin did not leave a will after her passing? Both Prince and Aretha Franklin may have thought they had their affairs in order in the event of death considering that they probably had the best advisers....

Sign Up for Our Newsletter

Please input your email address in the box below to start receiving relevant current information pertinent to you. Our Newsletter covers timely financial news and planning strategies you can put to use.