True Wealth Is Family
The Value Acceleration Methodology is the backbone of business growth and exit planning. Through this unique process you will achieve three major components, referred to as the "Three Legs of the Stool" 1) Maximizing business value, 2) Personal financial planning, and 3) Life-after business planning. It's about building, harvesting, and preserving family wealth for generations to come and intergrating best-in-class business practices into daily operations.
Our team implements The Total Client Model, designed to assist individuals, couples, families, and business owners in navigating seven aspects of financial growth:
Under the leadership of CEO and Chief Strategist Antione Turner, the Circle of Wealth Companies' team operates within a unified framework emphasizing value growth and alignment of business, personal, and financial goals.
We engage in collaborative efforts, leveraging a network of elite professionals across interconnected disciplines. This community of like-minded professional advisors shares a common goal: to foster the growth, preservation, and transition of wealth for individuals and business owners.
This group has been assembled with professionals from the following disciplines: exit planning, wealth management, workplace health benefits, insurance advisory, retirement planning, tax and estate planning, family business advisory, investment banking, private equity, and business brokerage.
400 Continental Boulevard Floor 6, El Segundo, California 90245, United States Office: (310) 524-9588
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