Broker Check


"We believe the best way to build wealth is by addressing what can lead you to lose it in the first place."

                                                                                          - Ernesto Keaney





We work with

Individuals, Corporations, and Non-Profit Organizations with investable assets of $1,000,000+.


What we do


Wealth management strategies for individuals, families, and non-profit organizations.

Wealth management strategies for individuals, families, and non-profit organizations.

Wealth analytics & solutions combined with personalized estate & financial planning. We have a strong focus on risk management, tax-efficiency, and philanthropy management. We have strategically partnered with institutional managers, attorneys, and tax professionals.

Modern managed investment portfolios that have a strong focus on reducing the max drawdown by using mathematical formulas and mechanical execution strategies

Modern managed investment portfolios that have a strong focus on reducing the max drawdown by using mathematical formulas and mechanical execution strategies

In this modern world, we feel that risk management is needed more than ever. Our strategies offer proprietary risk management portfolios with a focus on delivering consistent returns for medium and long term investors. Ask yourself, What is your current exit strategy when the next market cycle begins?



Our Core Values





Our Process

Dedicated

We dedicate ourselves to our clients.

Our History

Available

We are NOT 9am - 5pm advisors.

Our Values

Objective

We are impartial and compassionate to our clients needs.

Our Resources

Knowledgeable

We are qualified, experienced and proficient.





WE UNDERSTAND DOCTORS & ATTORNEYS


Medical. Legal.<br />Specialty Division

Medical. Legal.
Specialty Division

You’ve studied long hours, gone through intense hours of training and work hard every day to be the best in your field. Let us assist you with the things you don’t want to focus on. We are an independent firm working with Doctors, Dentists and Attorneys of all specialties and practice areas.

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