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