- Ernesto Keaney
Individuals, Corporations, and Non-Profit Organizations with investable assets of $1,000,000+.
In association with tax professionals and estate planning attorneys, we offer wealth management solutions with a strong focus on risk mitigation, tax-efficiency, generational wealth transfer and philanthropic planning.
We believe that risk management is needed now more than ever. Our strategies offer proprietary portfolio design with a focus on delivering consistent returns for long-term investors. By removing emotion, limiting the downside exposure, and using adaptive and dynamic management, we strive to minimize volatility and create opportunity for long-term growth
We focus on employee attainment and retention, while providing efficient tax reduction benefits for both employer and employees. In today’s competitive environment employee benefits help your organization attract and keep talent, while offering the proper types of protection for everyone.
We believe that risk management is even more important when no longer in your working years. There are many risks that can affect your portfolio values, not being insured properly can leave you exposed to taking too much money when you need it the most.
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.