Over 30 years of trusted leadership helping high-net-worth clients and families simplify complexity and preserve wealth across generations.
A team approach to your financial life
What Makes Us Different?
Planning That Spans Generations
We don’t stop at your lifetime. We prepare your heirs, structure your estate, and help ensure your wealth and values transfer intentionally and seamlessly.
Integrated Strategies
We unify tax, investment, estate, insurance, and business planning into one coordinated strategy—so every decision supports the whole picture, not separate silos.
Expertise in Complex Wealth Structures
We bring specialized experience with business ownership, blended families, and sophisticated wealth structures that many firms aren’t equipped to handle.
Meet the faces behind the expertise
Dedicated to you
Philip A. Board, MSFS, CFS
CEO & Financial Planner
CA Insurance License #0B77135
Upland, CA
Isahi "Mia" Medina
COO & Financial Planner
CA Insurance License #4199262
Tyler Shumaker
CAO & Financial Planner
CA Insurance License #4329874
Is your wealth positioned for what’s ahead?
If you’re seeking a team you can rely on for life’s most significant financial decisions, we’re ready to partner with you.
