Dedicated stewards supporting your family's 200-year plan.
Our team brings together advanced financial credentials and a deep commitment to multi-generational stewarding. We go beyond traditional wealth management to build lasting personal relationships, helping ensure your family’s values, governance, and legacy are preserved for generations to come
“We built The 200 Year Plan on a single core belief: effective wealth management must extend beyond market cycles to help safeguard your family’s values across centuries.”
Backed by over two decades of advisory practice and advanced credentials including CFP®, CPWA®, CTFA, CLU®, CEP®, and AEP®, our firm provides clarity across generations. We believe wealth planning requires far more than short-term asset allocation; it demands structural estate design, tax optimization, and family governance built for a 200-year horizon.
We act as lifelong multi-generational stewards for every family we partner with. By unifying trust strategy, capital management, and legacy education, we strive to ensure every strategic decision made today is intended to help support your family foundation for the next two centuries.
Where will your family legacy be in 2126?
Begin with a private consultation. We partner with families to align capital with long-term vision—building the governance and structure required for 200 years of impact.