Wealth management services built on strong client relationships.
Since 2016, our team has been helping entrepreneurs to secure their financial futures through holistic, personalized wealth management strategy.
*Based on client responses to our 2022 client experience survey. Net Promoter Score and NPS are registered trademarks of Bain & Company, Inc., Fred Reichheld, and Satmetrix Systems, Inc.
Empowering the entrepreneurial spirit
one entrepreneur family at a time
Entrepreneurs are the builders.
The revolutionizers.
The risk-takers.
The change-makers.
We work exclusively with these wealth creators and business owners because we have a deep respect for what they’ve built and the challenges they overcame to get to where they are today.
Meet the Class VI Family Office Team
Our primary goal is to make your family’s dreams a reality
With Class VI, it’s about more than just the financial return.
We take the time to truly understand your family’s goals and the legacy you want to leave. And although all our entrepreneurial clients share similar circumstances, everyone and every situation is unique… and each of our client relationships reflect that.
We earn the confidence of clients through expert guidance, attentive service, and a commitment to results. We then keep that confidence through meaningful, mutual relationships.
OUR VALUES
Our drive is inspired by yours
We recognize and appreciate you, as a business owner and entrepreneur – all you’ve accomplished and the risks you’ve taken to get where you are today.
We’re inspired by the jobs you’ve created and the people you’ve employed. By the services you’ve provided and the products you’ve delivered.
Our respect for who you are and what you’ve accomplished drives our results because your family deserves the financial future you’ve always dreamed of.
Hustle
  |  We’re on it.
Humility
  |  We learn from one another.
Relationships
  |  We’re not all business.
See what our clients have to say
The Sports Facilities Companies
The CE Shop
Support, Inc.
