About Us

Since 2008, we have helped manage complex wealth management relationships and deliver highest qualify services for high net worth individuals and family owned business.  We exhibit depth of knowledge in financial planning, asset management and prudent financial principles.   We advocate for a model with certainty, control and access to capital as the foundation to your financial freedom and building wealth. We invest heavily in personal development, financial knowledge and processes to increase our clients’ knowledge base and wealth. We are passionate consultants that will always listen to our clients' concerns.  We combine technical knowledge with fact-finding and analysis to develop advice-driven solutions for our clients. 

A Proven Approach

We start by clarifying our approach and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend a strategy designed to meet your risk tolerance and wealth building goals.

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity.  You can count on unbiased recommendations and impartial guidance.

Our Services

Infinite Banking Strategy                                               Wealth  Building and Preservation 

Succession Planning                                                       Retirement Planning 

Tax Efficiency and Asset Protection                           Pensions and Annuities

Business Exit Planning                                                   Income Replacement      

Advanced Insurance Planning                                      Estate Planning      

Investments                                                                      Wealth Advisory                                                                        


We encourage you to get in touch with us. Our consultants will help tailor wealth strategies to your unique situation. 

Contact Us

It is never too early to get started with your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.


1010 Brickell Avenue suite 4111, Miami, Florida 33131, United States



Monday - Friday: 9am - 5pm

Get Started Today


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