- Ernesto Keaney
Individuals, Corporations, and Non-Profit Organizations with investable assets of $1,000,000+.
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.
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?
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.
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.
We dedicate ourselves to our clients.
We are NOT 9am - 5pm advisors.
We are impartial and compassionate to our clients needs.
We are qualified, experienced and proficient.