Business Management

Our business management services provide you with two powerful allies: an efficient team that manages the details, and on-call consulting advice that keeps the worries and fears at bay. We pride ourselves in being so effective at managing our clients’ business affairs that our efforts are virtually transparent. And we work hard to keep it that way.

Protecting Your Creative Time

Business management is a range of financial, administrative and consulting services provided to busy individuals to relieve them of the burden of routine money matters and ensure their long-term financial well-being.

We have raised business management services to an art form—an art form based on coordinated teamwork and the shared values of communication, honesty, consistency, authenticity and our own passion to succeed.

This is how we foster the freedom you need to stay creative.

Business Management Services


  • Financial planning and analysis
  • Investment planning and analysis
  • Retirement and estate planning
  • Life, disability and long-term care insurance
  • Federal and state income tax planning and compliance


  • Budgeting and cash flow analysis
  • Purchase and acquisition of major assets
  • Analysis of major business transactions
  • Risk analysis and assessment of insurance needs
  • Check writing and recording of all receipts and disbursements
  • Compliance with all guild requirements