How We Help Business Owners & Individuals

Advanced Planning Strategies

Think About Your Future Today

What advice would your future self want to provide you today? Our job is to work with your Trusted Partners and share industry best practices and strategies to help navigate through financial pitfalls for you and your business.

While you are focused on growing your business, we are focused on asking questions to ensure nothing impedes your progress. These critical questions centered around income and estate tax, business planning and employee retention are not always obvious and often overlooked.

The future has enough worries of its own. With a firm partnership with your DeNovo Advisor, you can spend more of your time thinking about the issues of today, while we keep an eye out for your future.

What We Do

Business Succession

Planning and Analysis

The vision for your business is to last longer than your tenure. We can help with the planning to make this a reality.

Estate &

Charitable Planning

There are many tax and planning considerations as you transition your wealth. We work with your professionals to develop a customized plan for you.


Tax Planning

Qualified plans afford the ability to deduct significant amounts for income tax purposes. We can help think through strategies on saving and distributing your wealth.


Optimization Strategies

With all the moving pieces that make up annuity contracts, we simplify the complex to optimize your future.



We alleviate financial stress by helping you feel confident that your retirement planning and saving are on track.

Disability and Long

Term Care Planning

We work with your Trusted Partners to make sure you and your family will be protected no matter what challenges may arise.

Areas We Serve

Employee Bonus & Retention Strategies

Key Person Insurance

Policy Valuation

Buy/Sell Agreements

IRR Product Analysis

Deferred Compensation Planning

After going through our process, our clients can be confident that there is no better strategy in the industry for their needs.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

DeNovo Advisors Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG: 148294 (Rev. 6/15/20) (Exp. 6/24)