About You


You are either a sole shareholder or part of a group of owners of a business that was founded by previous generations. You understand the responsibility of carrying on a legacy. The decision to sell the business or pass it on to the next generation each presents unique challenges and complexities. 


You value simple and effective problem solving. You need a straightforward plan for clarity. We will help you plan and implement a strategy to move you from active professional income or salary to passive investment income. Wealthy people have their money work for them, not them working for their money. You will receive unbiased advice with access to the decision makers in an environment where your interests are paramount.

Get Clarity With Our Retirement Calculator

Take the first step towards a comfortable retirement with our free retirement calculator, which will give you an estimate of how much you’ll need to save and how much you can expect to spend in retirement.

Get a quick and easy estimate

Compare different retirement scenarios

Find out how much you will need to save for retirement

Find out how long your money will last

Find out if you are on track to meet your retirement savings goal

Identify potential shortfalls

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About Us

Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.

Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.

Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.

Book a Consultation

Schedule a 15-minute consultation with us to get started.