ABOUT

OUR APPROACH

Our approach is both hands on and proactive with the long-term view in mind. We believe that services should be rendered with the utmost integrity and transparency. We focus on wealth preservation through the management and supervision of day-to-day financial affairs and through the implementation of short-term and long-term financial plans. As trusted advisors we are an integral and dynamic part of your team as we work directly with your other advisors, including your agent, personal manager, investment counselors and attorneys.

WHO WE ARE

We’re not just business managers. We’re strategic partners, financial architects, and the team that ensures you’re always moving forward.

WE ARE INITIATIVE. Initiative is our heartbeat, driving every decision and action. We are not just accountants—we are architects of accountability. We own every transaction, deliver on every promise, and execute with precision. Challenges don’t slow us down; they push us forward. Follow-through isn’t a task—it’s who we are.

WE ARE DETERMINED. Determination fuels us. We don’t just meet expectations—we redefine them. Success isn’t a possibility; it’s the destination, reached through resilience, problem-solving, and innovation. We don’t wait for change—we create it. Every challenge is an opportunity, every step forward proof of our relentless pursuit of excellence.

WE ARE COMPASSIONATE. Loyalty, kindness, and patience shape how we work. We listen to understand, act with integrity, and approach every challenge with gratitude. The trust placed in us is never taken for granted, and we show up for our clients with empathy and unwavering commitment.

WE UPHOLD HONOR. We honor the process, the brand, the team, our clients, and the work itself—because every detail matters. Success isn’t just reaching the goal; it’s built in the effort, the trust, and the journey. Integrity, collaboration, and precision turn ambitions into lasting achievements.

WE ARE GENUINE, AND WE ARE AUTHENTIC.Authenticity and passion fuel everything we do. We find joy in the work, fulfillment in the process, and meaning in the relationships we build. Life isn’t just about tasks—it’s an experience, and we embrace every moment with purpose and enthusiasm.

WHO WE SERVICE

Our clients are the visionaries, innovators, and power players in entertainment, business, and beyond. Whether you're an entertainer, entrepreneur, or corporate leader, we ensure your finances are as strong as your career.

From comedians, musicians, actors, and filmmakers to podcasters, influencers, executives, attorneys, and business owners—we partner with those who are as committed to the process as we are. Together, we work with purpose, strategy, and relentless dedication to one goal: lasting success.

OUR SERVICES

We understand that each engagement is unique, and we tailor our services to meet your individual and business needs. These services may include:

• Cash Flow Management and Planning.

• Accounting Services.

  • Payment of Bills.

  • Collection of Receipts.

  • Maintain Books and Records.

  • Bank Reconciliations.

  • Preparation of Cash Flows and Financial Statements.

  • Budgeting.

• Insurance Review and Procurement.

• Investment Review.

• Financial Planning.

• Long Term Financial Strategies and Retirement Planning.

• Entity Structure Advisement.

• Trust, Will and Estate Planning Oversight.

• Tax Planning and Compliance.