About

A STRATEGIC SERVICE FROM GLOBAL COMMAND GROUP

CERTIFIED PUBLIC ACCOUNTANTS

REGISTERED INVESTMENT ADVISERS

ATTORNEYS AT LAW

Our Expertise

Our expertise is second to none. Our staff have advanced degrees including MBA's, JD, Certified Tax Specialist, and Personal Financial Specialist.

Our Commitment to Results

We strive to achieve the best results in Wealth Management and to earn the title "The Gold Standard in Wealth Management".

Our Philosophy

We believe your Financial Wealth should be preserved but also growing. Therefore we apply our expertise to achieve both. 

Our Experience

We have over 28 years of experience in protecting and growing our clients wealth by applying the G7 Methodology to win.

The Team

Our Team consists of CPAs, MBAs, RIAs, and Lawyers.

Deborah Lynch

Client On-Boarding Specialist

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.

Phone: 123-456-7890

Ted Powell

Senior Consultant

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.

Phone: 123-456-7890

Theresa Metz 

Senior Consultant

I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.

Phone: 123-456-7890

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