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SHIFT

TO WHAT IS

POSSIBLE

We empower business owners to grow and preserve their business across multiple generations.

 

HOW WE WORK

We put clients first.

Our goal is to exceed expectations.

We work in confidentiality. Information shared is held in the highest confidence and free from any judgement.

OUR

SERVICES

PLANNING

PLANNING

When a client is facing a big decision, there can be fear in making a mistake. We shed a light on the unknown, evaluate blind spots and map out the future.

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CONTACT

US

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ELIZABETH TELEKI, MA 

PRESIDENT
ADVISOR

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DAVE MCLEOD

BUSINESS
ADVISOR

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DARRELL WADE, FEA

PARTNER

FAMILY ENTERPRISE

ADVISOR

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CANDACE CLEARY

EXECUTIVE

ASSISTANT

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MIKE D'ALESSANDRO, CFP

MANAGING PARTNER
ADVISOR

contact
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