Business Owner
If you’re leading a $5M+ business, we’ll guide you through planning, selling, and building what comes next.
Supporting You Today and Tomorrow
Private Wealth Services for Business Owners and Multi-Generational Families
We partner with business owners on everything from exit planning to post-sale wealth strategies, while guiding high-net-worth families and professionals through private wealth management that helps protect and extend their legacy.
Take Your First Step With Us
Start Your Journey
We work with business owners and families at every stage of their financial journey—we meet you where you are.
Private Wealth
If you’re focused on your family’s financial future, we’ll help with planning, investing, and building a lasting legacy.
The Challenges Behind Every Successful Exit
We Understand the Pressures You’re Facing...
Major financial moments—whether selling a business, planning for retirement, or preserving family wealth—come with complex decisions, high stakes, and endless “what ifs.” We’ve guided clients through these challenges with clarity, care, and confidence, so they, like you, can focus on the next chapter.
Timing Is Rarely Obvious
Uncertainty About When to Sell
You’ve built up your business for years, but now you’re uncertain about the best time to sell or what number will truly provide independence regarding your financial your future.
Uncertainty About Value
Make the Most of What You’ve Earned
You know there’s room to grow and preserve what you’ve earned, but you’re busy focusing on life, family, and business—not on the financial details.
Protecting Your Legacy
Helping to Ensure Your Wealth Lasts
Building wealth is only the beginning—the true challenge is preserving it, growing it, and passing it on with confidence to future generations.
Your Partner in Business Planning, Private Wealth Management, and Beyond
Here's Where We Come In...
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In Our Care
A Network Built For You
Our advisors and network of partners handle the details, from taxes to estate planning, so you can make clear, confident decisions without the overwhelm.
Build Your Exit Strategy
We guide you in every stage—preparing your business, navigating the sale, and planning what comes next—so you can exit on your terms and maximize value.
Preserve Your Legacy
Through our Cornerstone Process, we help you define what’s next and create a lasting impact for your family and community.
Who’s Working for You
A Team Built For You
You’re supported by a group designed to help business owners, families, and professionals manage every stage of wealth—from strategy & growth to preservation & legacy.
Credentials
Our advisors hold respected designations like CFP®, CEPA, CAP®, and CPWA®.
Collaborative
We work as a team, helping to ensure you always get thoughtful, consistent advice.
Clarity. Care. Confidence.
How We Work With You
A Trusted Process for Every Stage
From the first chat to years ahead, our process provides structure and direction. We start by learning your goals, build a strategy around them, and stay with you as life changes.
Discovery
We listen first—learning about your business, family, and personal goals to understand what matters to you.
Design
We model your current strategy and calculate your “golden number”—the amount needed to help achieve your long-term financial goals and plans.
Implement
We put the plan into action, handling the details and coordinating with expert partners so there's nothing left to chance.
Serve
We stay by your side with ongoing service and private wealth advisory to help keep your plan working long after the transition.
Download Our Complimentary Guide
Simplify your financial planning with a complimentary guide that will help you find clarity, avoid mistakes, and maximize what you keep.
Stories From Business Owners Like You
In Their Words
Every client’s journey is unique—whether selling a business, planning for family, or preserving a legacy. Here are a few of the ways clients describe their experience along the way.
Hear it From The Lennington's
The Lenningtons share their experience with McCall Wealth.
Listen to Mary Jo Martin Share Her Story
Mary Jo reflects on her experience and what made it meaningful.
Seth Hall Shares His Financial Journey
Seth shares his experience and what he discovered along the way.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Book a Complimentary Assessment
In a short, no-obligation call, we’ll listen to your goals, understand where you are, and outline simple next steps—whether you’re planning an exit or building family wealth.
