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.