Business Management


Our founder, Kenny Ramos, J.D., has successfully started, managed, and sold several of his own businesses in industries ranging from restaurants, wine and liquor stores, residential, commercial, and mixed-use properties. So he uniquely understands the needs of business owners, real estate professionals, and entrepreneurs.

Business owners, real estate professionals, and entrepreneurs need business managers who understand how to manage and protect personal wealth.

Far beyond bill paying, budgets, and forecasts, we provide integrated solutions that protects you and your assets. Our team focuses on the right issues, and our integrated business management service approach includes working with you and your other advisors.

​ Using the appropriate strategies and risk management, we help you formulate current and long-term goals, and our services are specifically tailored to help you achieve those goals.

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