 | After twenty years of watching investment practitioner dance around the fire shaking their feathered sticks, I observe that far too many of their patients die and that the turn over of medicine men is rather high. There must be a better way. |  |
| — James Vertin, pioneer in capital market theory |
Financial Consulting and Executive Coaching
Consulting services are based on evaluating the scope of the project with estimated costs that are billed at hourly rates. These may include:
Wealth and Executive Coaching and Consulting for US and International Clients
Analysis and Evaluation for Real Estate and Alternative Investments
“Financial Check-up” and “Wealth Analysis” for assessing a family’s goals and strategy with a specific recommendation for enhancements
Corporate Consulting and Training
