Coordinated wisdom for complex wealth.
Alicorn Investment Management helps families, business owners, and individuals with significant wealth align investment strategy, tax-aware planning, estate considerations, insurance, and long-term legacy goals.
Led by Bill Dendy, JD, MBA, CPA, CFP®, CLU, our team brings more than 35 years of experience helping clients make clear, disciplined decisions across every stage of wealth.
Built for Wealth That Requires Coordination
As wealth grows, financial decisions become more interconnected. Alicorn helps clients bring investment strategy, tax awareness, estate considerations, and long-term planning into clearer alignment.
Perspective Through Market Cycles
With more than 35 years in financial services, Alicorn helps clients make disciplined decisions through changing markets, evolving tax environments, and major life transitions.
Tax Aware Wealth Planning
We help clients consider tax implications alongside income needs, portfolio strategy, charitable goals, and long-term wealth planning.
Estate & Professional Coordination
For clients with complex wealth, planning often involves CPAs, estate attorneys, trustees, and family stakeholders. Alicorn helps organize the financial picture so each decision supports clarity, security, and long-term legacy.
Who We Serve Best
Alicorn Investment Management is designed for clients whose financial lives require more than one-dimensional advice. As wealth grows, decisions around investments, income, taxes, estate considerations, insurance, business interests, and family legacy become increasingly connected.
We are especially suited for clients navigating meaningful wealth, major transitions, and long-term planning decisions that benefit from experienced coordination.
Families With Significant Wealth
For families managing substantial assets, we help coordinate investment strategy, retirement income planning, tax-aware decision-making, estate considerations, charitable goals, and multigenerational wealth planning.
Business Owners & Entrepreneurs
Business ownership creates complexity before, during, and after a transition. We help owners think through liquidity events, succession planning, retirement plan design, concentrated wealth, cash flow needs, and long-term investment strategy.
Executives & Professionals
For executives and high-earning professionals, we help align portfolio strategy with equity compensation, concentrated positions, deferred compensation, retirement income goals, tax considerations, and risk management.
Sudden Wealth Recipients
Inheritance, divorce, the sale of a business, legal settlements, and other major financial events can create both opportunity and pressure. We help clients slow the process down, organize the decisions, and build a thoughtful plan for what comes next
Legacy-Minded Clients
For clients thinking beyond their own lifetime, we help coordinate wealth transfer, charitable planning, beneficiary strategy, estate considerations, and family conversations around long-term stewardship.
Our Approach
We begin by understanding the full financial picture — assets, income needs, tax considerations, estate goals, family priorities, and risk exposure. From there, we help clients organize decisions, coordinate with outside professionals, and build a disciplined strategy designed to adapt over time.
Integrated wealth planning for the life you’ve built — and the legacy you’re building.
Alicorn Investment Management