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About Us
The day was April 20, 2020. The President and Founder Jason Casarreal pulled together all his savings, got himself a second job, and borrowed the missing capital to open a small family office to guide a select group of investors; all this amid a global pandemic.
Mission
To effectively grow and transfer wealth across generations for families, individuals, and businesses in our communities.
Vision
To be the bedrock for our Investors' financial future.
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