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The TTG Philosophy

 

The Theo Group’s approach to working with clients is threefold  process: help preserve their wealth, maintain and enhance their  lifestyle, and help them create the legacy they envision.  Prior to  engaging with a prospective client, we conduct a deep analysis of the  individual’s current lifestyle, goals and aspirations. This is  complemented with an understanding of the prospect’s concerns and fears.   


We also strive to ensure that the clients’ and their families’ wealth  is sustainable. By providing estate and trust reviews, assisting  families develop a mission statement, and promoting philanthropy and  foundation development, we help families preserve their wealth in a way  that is aligned with their goals. In addition, we understand short-term  needs are important to maintaining a calm and healthy day-to-day  lifestyle.  

How can we help you?

Meet with an advisor