INDEPENDENT BY DESIGN, TOGETHER BY CHOICE.

Assistance, advisory support services and consultancy with regard to business planning, start-up business transition support services, business analysis, business management, business organization, marketing and customer analysis; Management consulting and advisory services in the areas of corporate growth strategy, innovation and growth processes, organizational transformation, and talent management and development strategies; Business management consulting and advisory services; Business consulting services for start-up companies; Business marketing consulting services including branding and website development; Consulting services in business organization and management; Broker-dealer financial services in the field of investment management including stocks, bonds, mutual funds, ETFs, alternatives, private equity and debt, structured products; Business brokerage services and related consulting pertaining to procurement, buying, selling, and tendering information and opportunities; Practice succession consulting and assistance; All of the aforementioned tailored for assisting and supporting the businesses of financial advisors, wealth managers and insurance professionals