Our Story

 

Founded in 2018, The Theo Group, a financial advising firm,  is dedicated to  serving the most focused and motivated clients, including some of the  world’s most accomplished entrepreneurs, executives, and non-profits  organizations.  Functioning as an exclusive insurance and advising  boutique, we deliver sophisticated solutions that leverage the  intellectual capital and insight of global resources. 


Drawing from a deep  understanding of your financial life, our goal is to help you: 


- Manage your insurance and investments with an unwavering focus on your financial strategy and personal goals 


- Create comprehensive, multi-generational management of your plans based  on your needs, challenges and the values that guide your life and legacy  


- Simplify financial complexity to help you achieve clarity and control