ADVISORY

Market-leading experience and services

CONSULTING

Market-leading experience and services

RISK MANAGEMENT

Market-leading experience and services

Adapting to the present. Planning for your future.

Equipping business with the tools, insights, and perspective to grow wealth.

Your Business is our Business.

Equipping business with the tools, insights, and perspective to grow wealth.

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Who We Are

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OUR TEAM

Creative Problem Solvers

“Good management is the art of making problems so interesting and their solutions so constructive”

Armando “AP” Portillo

CEO | Business & Growth Strategist

Esty Cruz-Alvarez

CFO | Financial Strategist

Mike Carballo

CIO | Investment Advisor

Ricardo Alonso

CRO | Risk Management Guru

Testimonials

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WordPress, the premier free open-source blogging utility, has gone through several upgrades in its life. Today it’s one of the most popular blogging tool

Carolyn Bush

WordPress, the premier free open-source blogging utility, has gone through several upgrades in its life. Today it’s one of the most popular blogging tool

Carolyn Bush

WordPress, the premier free open-source blogging utility, has gone through several upgrades in its life. Today it’s one of the most popular blogging tool

Carolyn Bush

WordPress, the premier free open-source blogging utility, has gone through several upgrades in its life. Today it’s one of the most popular blogging tool
Angel Cunningham
WordPress, the premier free open-source blogging utility, has gone through several upgrades in its life. Today it’s one of the most popular blogging tool
Carolyn Bush
WordPress, the premier free open-source blogging utility, has gone through several upgrades in its life. Today it’s one of the most popular blogging tool
Carolyn Bush
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Request a Free Consultation

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CPA • CFP • RIA • CVGA • CEPA