Strategic financial planning and investment management
Clarity Begins with a Conversation
If you’re navigating complexity—business exit, legacy planning, rising taxes—it’s time for a more coordinated approach.
At Canyon Strategic Wealth, we lead a proven, multi-phase planning process designed to simplify decision-making and align your wealth with your long-term vision.
We start with a brief call to see if we’re the right fit.
*No pressure. No pitch. Just clarity on what working together looks like.
Virtual family office
Wealth Strategy for Business Builders
At Canyon Strategic Wealth, we serve as the Chief Wealth Strategist for founders, business owners, and high-net-worth families navigating complexity, liquidity, and legacy.
You’ve built something significant. Now you need a partner who can coordinate the moving parts—investments, tax strategy, estate planning, risk management, and business transitions—with the same precision and intensity you brought to your business.
We offer Virtual Family Office services typically reserved for billionaires, delivered with boutique attention and without the overhead of a traditional family office.
What is a Virtual Family Office?
A Virtual Family Office (VFO) gives you access to an elite team of specialists—CPAs, attorneys, investment managers, insurance experts—without needing to hire them all in-house.
We lead the process. We coordinate the team. We handle the complexity.
You get a single point of contact—your wealth manager—who drives everything forward. One call, one plan, one cohesive strategy.
What We Deliver
- Advanced Tax Strategy & Coordination
- Business Exit & Liquidity Planning
- Estate & Legacy Structuring
- Philanthropy & Family Governance
- Private Investment Vetting
- Integrated Insurance & Risk Review
Who We Work With
We serve entrepreneurs and families who:
- Value expert execution and long-term partnership
- Own a business with $1M+ in annual profit
- Have a net worth of $5M to $50M+
- Are planning for an exit, retirement, or transition
- Want integrated strategy—not disconnected advice
What We Do
A Complete Strategy. Seamlessly Executed.
Tax-efficient portfolios built to support your bigger financial picture—not just beat a benchmark.
We proactively plan around your income, business activity, and family structure—maximizing after-tax wealth every step of the way.
Whether retirement is near or decades away, we build a flexible income strategy to help you enjoy life while preserving your legacy.
We organize and coordinate your estate plan to protect your assets, minimize taxes, and pass on your values—not just your money.
We stress-test your plan and structure your coverage so blind spots don’t become financial threats.
We help you define what matters most—and build a living, evolving plan to make it happen.
Why Canyon Strategic Wealth
Virtual Family Office Model
High-end coordination without the family office overhead
Hands-On Execution
We don’t just recommend—we drive the plan forward
True Fiduciary Care
No product pushing. Just clear strategy and aligned results
CERTIFIED FINANCIAL PLANNER™
Credentialed in the full spectrum of wealth strategy.
Schedule A Free Introduction Call