Your CPA files. Your advisor manages. Your attorney waits. Nobody is engineering the complete picture. That gap — between your advisors — is costing you more than any market move ever will.
Focus: UHNW families and business owners, $2M–$20M+ net worth
Approach: I own the entire outcome — tax, business value, and income
Direct line: 866.938.6540
"I built Lincoln Park because I kept watching smart, successful people leave massive amounts of money on the table — not from bad decisions, but because nobody ever showed them all their problems at once."
I work with a small number of families and business owners each year. Here's how to know if this is right for you before we talk.
You're not losing money because of bad investments. You're losing it in the gaps between the people who are supposed to be helping you.
For most owners, 60–80% of net worth lives in the business. Yet no advisor actively manages its value, maps an exit strategy, or coordinates with your personal plan.
$500K–$2M+ left on exitFiling and strategizing are completely different things. Most high-income earners never find the $40K–$150K+ in annual legal savings because nobody is looking for them year-round.
$40K–$150K/yr missedMost portfolios solve for return vs. a benchmark. That's the wrong question. The right one: what does this portfolio need to produce each month so you never have to work again?
Avg Freedom Index: 17%This is not a menu of services. Every engagement runs through all three — because your problems don't live in separate boxes and the solutions can't either.
Most owners sell for a fraction of what their business could be worth with deliberate preparation. We start with a formal valuation, then systematically improve the drivers that determine what a buyer pays.
A CPA files your taxes. We engineer your structure. That difference is typically $40,000 to $150,000+ annually in legal savings that most high-income earners never find because no one is looking year-round.
We diagnose before we build. The IAA is a 12-point diagnostic that reveals your Freedom Index score, your capital inefficiency in dollars, and exactly what it would take to make your portfolio fund your life — permanently.
Your Freedom Index is the single number that answers: "How close is my portfolio to fully funding my life without me working?" 100% means financial independence. Most clients with millions invested score below 30% — not because they made bad investments, but because their entire portfolio was engineered around the wrong question. We find your score in the first 20 minutes.
No generic advice. No pitch to move your assets. Just a complete diagnostic of what your current structure is costing you — before you commit to anything.
20 minutes. I want to understand your current situation — portfolio structure, business, income, and what you actually need your money to do. You'll leave knowing your approximate Freedom Index score and whether the full audit makes sense for your situation. If it doesn't fit, I'll tell you that directly.
You submit recent statements, tax returns, and a short intake questionnaire. My team runs the initial Income Architecture pass across all 12 diagnostic categories — flagging capital inefficiency, asset location errors, tax drag, and income gap.
Our tax strategist runs the Complete Tax Architecture Analysis in parallel. This is where the compounding inefficiencies appear — the ones that exist specifically because your tax position and investment structure have never been reviewed together by the same team.
You receive a complete Income Architecture Audit: Freedom Index score, Capital Velocity Score, all 12 diagnostic findings, and a quantified view of what your current structure is costing you annually. Every finding is specific to your accounts, your income, and your lifestyle target.
Tax implementation managed by our tax lead. Portfolio restructuring executed by our investment specialist. Business value tracked quarterly through ValuCompass™. You are the beneficiary. We run the machine. Your Freedom Index is tracked as the primary success metric — not your portfolio balance.
The traditional advisory model was built to manage assets and collect a fee. It was not built to restructure your financial life around income, eliminate tax burden, or engineer the outcome of buying your time back permanently.
| Category | The Traditional Model | Lincoln Park Private Wealth |
|---|---|---|
| Primary Goal | ✗Beat a benchmark | ✓Replace your income permanently |
| Business | ✗Ignored until the year you want to sell | ✓Actively managed years before exit |
| Tax Strategy | ✗Reactive — built after decisions are made | ✓Engineered proactively, year-round |
| Coordination | ✗CPA, advisor, attorney work in silos | ✓One firm. One strategy. All three disciplines. |
| Success Metric | ✗Portfolio balance | ✓Your Freedom Index score |
| Lifestyle | ✗Budget and spend less | ✓Restructure capital so lifestyle is non-negotiable |
| Who Owns the Outcome | ✗You coordinate between advisors yourself | ✓Dana owns the complete outcome — you're the beneficiary |
Every audit is different. These are the patterns we see most often.
Client paid $11,500 in fees and realized $302,400 in quantified value — spanning tax savings, portfolio restructuring, and business advisory improvements in the first year.
Business owner with $14M exit. Split between two wealth firms. Neither had reviewed his tax structure and investment architecture as one connected picture. We did — in 14 days.
Physician with $3.2M invested and a Freedom Index of 8%. Portfolio was performing. It was solving the wrong problem. After restructuring: $3,100/month in new passive income, structural risk eliminated.
[Testimonial coming soon]
[Testimonial coming soon]
[Testimonial coming soon]
I'm a Family CFO — the person who coordinates every aspect of your financial life and owns the outcome so you don't have to.
I built Lincoln Park because the traditional model has a fundamental design flaw: it was never meant to make you financially free. It was designed to manage assets and collect fees.
After years working inside that model, I saw the same gap in almost every client meeting. Smart, successful people — with real wealth, real businesses, real teams — who had never once been shown the complete picture of what their financial life was actually costing them.
That's the problem I built Lincoln Park to solve.
Every engagement I take on is personally reviewed. You will always have direct access to me — not a junior associate, not a call center. I coordinate your CPA, your attorney, and your investment advisor around a single architecture, and I own the outcome from start to finish.
Focus: UHNW families and business owners, $2M–$20M+ net worth
What makes this different: I own the entire outcome — tax, business value, and income — not just one piece
My promise: I will tell you what I find — including things that conflict with what you've been told before
Direct line: 866.938.6540
A Discovery Call costs you nothing. You'll leave knowing your Freedom Index score and whether the full audit makes sense for your situation. If it doesn't fit, I'll tell you directly.
Schedule Your Discovery Call →