We advise families, founders, and leaders navigating the intricacies of significant wealth. Our work begins where traditional planning ends, addressing the technical nuances of integrated estate structures, liquidity events, and multi-generational stewardship. By combining precision with a patient perspective, we translate complex financial landscapes into clear, actionable paths—allowing our clients to move through life’s transitions with quiet confidence and a purposeful legacy.
Kevin Bidenkap, CFP®, ChFC®, CLU®, CEPA®
Managing Partner/Wealth Advisor
Angela Park Sheldon, CFP®, AEP®
Managing Partner/Wealth Advisor
Alexandria Davis
Financial Planner, LPL Financial
Nevada Sheldon
Chief Executive Greeter