Leadership - Action - Transformation

From Wall Street to Washington to Main Street, many Americans are at the brink.

Governmental and corporate dysfunction now produces a never-ending stream of policies constructed within a system that seems to only work for a select few and has led to the erosion of hard-fought for freedoms in life and in business.

Liberties that were once plentiful, have now become increasingly scarce.

The evidence is obvious: The ability to leave lasting legacies for future generations is in peril.

Each and every day

  • Excess indebtedness at all levels (Government, Corporate and Consumer);
  • ​Banking Crisis / Debt Crisis​;
  • ​​Inflation / Monetary debasement / Currency devaluation / Purchase power erosion;
  • ​Wealth inequality / Poverty;
  • Velocity in the penetration of technology under the names of productivity and efficiency;
  • Reshuffling and overreach of global power​;
  • Wealth re-distribution taxation and appropriation;
  • Increasing civil unrest,

    These issues present a growing list of questions and challenges that go unaddressed and unsolved.

For the first time in our history, since the Industrial Revolution, we are entering a world where Millennials and Generation Z’s are likely to be the first generation to be poorer than their parents.

Our Mission

Providing clear answers to crucial questions and proven solutions to the critical problems in order to restore the ability of individuals and families to achieve the perpetuity of their personal and financial legacy.

A fundamental component of our approach is education.

We believe in sound principles, deep insightful research and experienced hands-on intelligence.

Plain and simple, there is far too much complexity in investing and far too little “service”.

We deliver on that promise by engaging in careful and thoughtful conversations.

We strive to help each person become better informed and make correct decisions. The confidence and conviction gained from the insight, intelligence and resources we provide are invaluable to deliver tangible results and assist in re-establishing belief in the American Dream.

We invite you to learn more. Moreover, I welcome your questions and appreciate your consideration.




Receive Periodic Insights Delivered to Your Inbox

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by GRIT Partners to provide information on a topic that may be of interest. GRIT Partners is not affiliated with a broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2024 GRIT Partners.

CONFIDENTIALITY NOTICE: The information in this email message, including any attachments, is confidential, privileged and any disclosure of this communication is prohibited under applicable law. This email message is intended only for the exclusive use of the person or entity to whom it is addressed. If you are not the intended recipient (or someone responsible for delivering this email message to the intended recipient), please be aware that any use, distribution, or copying of this communication is strictly prohibited. If you have received this communication in error, please notify the sender immediately by return email or by telephone and delete or destroy this email message and any attachments to it.

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication, unless stated otherwise, was not intended or written to be used and cannot be used for (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matter(s) addressed herein.