About
Everyone has a unique financial journey. No matter where you are in that journey, the right strategy can help you reach your goals and create more freedom in your life.
Patience Jackson Rose, MBA, MS |Ā Certified Business & Tax Advisor
About our Founder
Patience Rose, a dedicated advisor, dynamic teacher, celebrated author and succession planning specialist, empowers families and businesses to nurture generational wealth and secure their futures.
Her distinguished career that spans over three and a half decades is a true journey in the realms of education, executive leadership, management accounting, and corporate development that has been marked by a steadfast commitment to fostering innovation, nurturing entrepreneurial spirits, and empowering individuals through dynamic teaching and mentorship.
Recognized for her expertise, she is a coveted keynote speaker and panelist at conferences, forums, webinars, and seminars. Her mission: To inspire others to preserve wealth, maximize value, and create enduring legacies.
HerĀ role as an educator is underpinned by a rich tapestry of experiences ranging from creating business educational support services, cultivating strategic partnerships, to pioneering curriculum development in various academic and non-profit sectors.
With a rich finance and business advisory background, she's penned the groundbreaking 'Built to Pass' franchise, bringing the complexities of succession planning, legacy creation, and wealth preservation to life. Rose's captivating storytelling and deep insights make business succession engaging and accessible.
Reduce Taxes
Learn how to put more money aside each month.
Eliminate Debt
Cut debt from your life and create positive habits.
Invest Smarter
Learn how to invest and reach your goals faster.
