About Us
WHO WE ARE
Make Cents Wealth Management helps business owners, professionals, and families secure and grow their wealth through a unique approach that integrates traditional financial strategies with intellectual property wealth management. Unlike conventional wealth management firms, we focus not only on investments and insurance but also on helping clients monetize their ideas and protect their innovations as financial assets.
WHAT WE DO
At Make Cents Wealth Management, we empower business owners, families, and innovators to build lasting wealth through strategic investments, insurance solutions, and intellectual property monetization. Our mission is to simplify financial growth, protect valuable assets, and turn ideas into income, ensuring financial security for generations to come
HOW WE DO IT
✅ Tailored Financial Strategies – We don’t believe in one-size-fits-all solutions. Every client gets a custom wealth-building plan designed for long-term success.
✅ A Business-Minded Approach – Whether you’re a business owner or planning for your family’s future, we help you make the right moves with confidence.
✅ Real Conversations, Real Results – We simplify complex financial topics and give you straightforward advice that makes sense and cent$.