We are a dedicated group that aims to provide our clients with the resources needed for the enhancement of financial capital and preservation of their legacy. The Theo Group was created to deliver an unsurpassed experience to individuals, their families, foundations, and businesses. By providing advice founded on a culture of excellence and driven professional insight, the team’s professionals deliver the resources of a variety of different carriers within the context of an elite, independent family office. Our team of advisor and affiliates have a combined experience of over 40 years, and are equipped to guide you in achieving your financial and personal goals.
At the core of our services is a disciplined process, that begins and ends with our clients. This process has served our clients well for over 10 years. Our mission is simple: to help insure our clients with a brighter future. We provide a complete range of advice to clients that include individuals, family offices, corporations, foundations and endowments, pension funds and corporate retirement plans. We deliver the customized guidance and support you need to meet your long-term goals and objectives, weather volatile times, today and in the future. If you would like to know more about how our disciplined process and personalized services can help you meet your financial goals and needs, please contact me.
CoolxDad has partnered up with Kensley Dougan, Senior Financial Coach of The Theo Group to introduce a monthly virtual workshop entitled Dollars & Sense.
To educate and empower men and women about the importance of financial education and the need to create generational wealth. By doing so it will close the wealth gap and change the financial future for generations to come.
The Theo Group will host monthly workshops that educate and provide real life examples to issues and/or concerns you may be having.
The workshops are free to attend and those that would like to have per