The Money Circle
Three steps. One seamless strategy.
Sell
A business, stock, real estate — whatever created the wealth.
Save
Structure the transaction so you keep more of what you earned.
Invest
Put the proceeds to work immediately in a portfolio built for you.
Who This Is For
Money in motion. We make sure it lands right.
Selling a Business
Structure the exit to minimize taxes and protect your proceeds.
Company Stock & RSUs
Diversify out of concentrated equity without leaving money on the table.
Real Estate Sale
Navigate 1031s, capital gains, and reinvestment strategies.
Retirement Rollover
Move your 401(k) into a strategy that actually reflects your goals.
What We Do
Two areas of focus. One clear mission.
Business Owners
From exit planning to post-sale strategy — we help you sell smart, keep more, and invest the proceeds.
Explore Strategy
Wealth Management
Tax-efficient investing for executives, retirees, and anyone navigating a major financial moment.
Explore Strategy
Meet Kurt Fetter
A specialist, not a generalist.
I've built my entire practice around one thing: helping people navigate the financial moments that change everything. Selling a business, exercising stock options, rolling over a retirement account.
These aren't everyday transactions. They deserve someone who does this every day.
Full Bio & Team