Financial Management Solutions

INNOVATION, PEOPLE, ACCELERATED
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ABOUT

What we do

Providing investment opportunities, private client management and CFO services to clients across the globe. Private Investment Management- Together we help you achieve your goals and create lasting value/ CFO Services- We apply a framework of financial structuring to help you save capital for reinvestment/ Private Client Management- We are committed to serving our clients by creating value in efficiency and effectiveness.

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TEAM

Who we are

Leadership - Bill Barth, Managing Partner, Kevin Vargas, Partner/ Eric Ketelsen, Fund Manager/ Shawn Motalebi, CPA Member Firm/ Lynne Hansen, Member Firm

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