COMPANY PROFILE 

We are a business management firm with high-level professional services managing an established clientele in sport, entertainment, technology, wellness and health.  We are dedicated to preserving and growing our clients' wealth, while maintaining our unique culture and honoring the legacy of our firm's name. In every action we take, we do the right thing for the right reasons.  

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Meet The Team

Sean James

Sean L. James

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Chief Excutive Officer 

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Richard Vazquez

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President of The Advisory Board

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Kristofer B. Macklin

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Managing Partner

OUR TEAM

We believe that great organizations are built by employing and partnering with the best and brightest people. We pride ourselves on the quality of our work and seek to exceed expectations. We strive to create opportunities by integrating traditional strategy with new approaches and resources to maximize results. We work with our clients to construct a business plan that defines their personal and professional financial goals and then   structure and implement the necessary steps to achieve financial independence.