"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 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

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?

Specialty Divisions

Group Health, Executive Bonus, Employee Retention, and Tax Reduction Strategies

Is your business successful enough to take advantage of a fully insured 412(e)(3) Defined Benefit Pension where you can deduct $245,000 each year from your taxable income?

Are you having a hard time keeping valuable employees? Learn how to create a "Golden Handcuff".

We offer personalized Group Health and Benefits from top providers with a strong focus on good customer service and reducing expenses for both the employees and the employer.

Learn more

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.

Learn more