Frequently Asked Questions
What sort of clients have you worked with in the past and what's your teams experience?
We've helped small Family Restaurants, large Icons like Coca Cola, and Global entities like the 2008 Bejing Olympics. We work with athletes and families from the NBA, MLB, WTA and more. "I was an early believer in Earn, Save and most importantly Invest. We used the money earned and invested in a Manufacturing Business in 2002. As we grew, we diversified investing in the Market, Technology, Real Estate and many other businesses with some winners and some losers. We sold in 2022 and now we want to help other people and their families have the same investment success. Protect your life's work and grow your assets cautiously" CEO and Sr. Managing Director Greg Stauffer
What do you mean, we've done it?
Our tenured group has launched 15 businesses in 25 years. Successfully selling 4 companies while 5 are still flourishing. Our investment partners manage around 2 Billion in assets specializing in wealth protection and steady growth. We also have 25 years of real estate and investment success with in house code and app creation and development. Long term experience and relationships with major companies allows for diversification of products.
