Wealth Strategies

Life comes first. We build wealth strategies for the decisions that matter most.

Your life drives the plan.

Money builds the possibilities.

At Open Concept, we start by understanding you — how you live, what you value, and where you want to go. Only then do we build a plan designed to carry you there.

Using both the insight of our advisers and the precision of our planning tools, we carefully map your assets, spending, and future possibilities. You'll see a clear, honest picture of your financial position — and how different choices could shape your path ahead.

True Wealth Advice

What our Clients Value Most

Clearer Thinking About Life, Not Just Money

Many of our clients came to us already financially accomplished — but carrying the complexity of real life: health challenges, career transitions, caregiving, family changes.

What clients value most is our ability to hold real conversations — the kind that help them uncover the life they truly want, before we ever start building a financial plan to support it.

Finding that clarity often means answering questions that aren't easy to face alone - often best explored in partnership with a trusted advisor who won’t shy away from probing deeper.

At Open Concept, we believe great planning starts with the right questions — about what “enough” looks like, where fulfillment comes from, and how money can support your life ahead.

Experience That Looks Ahead and Anticipates

Our experience gives clients something hard to put a price on: the ability to avoid mistakes they didn’t know to watch for.

Over the years, we’ve stood beside clients through every season — building families, navigating career changes, managing illness, transitioning businesses, and settling estates. These shared journeys didn’t just shape how we work. They shaped why we work the way we do — in how we approach investments, insurance, retirement planning, and wealth transfer/estate design.

Clients told us they chose Open Concept not just for our ideas, but for the lived experience behind them. And because they could see their personalized strategy taking shape and delivering over time.

When they look back, the proof shows up in real outcomes:

Insurance strategies that protect them through life’s turns without limiting the way they live today.
Retirement plans that stay on course — or adjust with care when needed — through regular, clear conversations.
Portfolios that behave as expected, not because of luck, but because they were built with intention.

Helping Clients Act with Confidence

Financial advice only creates value if it moves from paper to action.

Many clients told us they knew what they “should” do — but following through took more. It required steady education, consistent communication, and the kind of trust that only time can earn.

We believe trust is built through

Credibility - real wisdom beyond our credentials and licenses
Reliability - doing what we say, every time
Real Connection - conversations that go deeper than numbers
Client Centricity - always putting our client’s best interests ahead of our own

Our focus is not on chasing the latest financial trend. Truth is, that kind of work is increasingly automated today - and rightly so. Our clients deserve more. You deserve real stewardship.

Real Stories. Lasting Impact.

A Family's Promise

A client came to us with a goal: pass their small business to their children without losing a large share to taxes. We designed a plan that protected $300,000 in value and kept ownership within the family. Today, one of the daughters is leading the business into its next chapter.
Protecting Family. Powering Growth.

When a real estate agent wanted to protect his family without tying up the capital he needed to keep growing his business. With permanent insurance in place and financing structured against it, he kept his cash flowing — and secured his family’s future.
A Fresh Start

When a client received a severance, they were eager — and anxious — to put it to work wisely. We designed a plan that protected their payout and fueled new growth. Twelve months later, their money was growing harder and faster than it ever had when they were employed.