Business Strategies
We help you track towards your most monumental business and personal goals. Building executable plans that practically get you where you want to be in terms of net wealth and personal legacy.
Risk Management
Your business and personal wealth could be exposed to risk. We make sure you're protected as cost effectively as possible by evaluating retail, private placement, captive and self insurance options.
Investment Banking (Offered Soon)
We can help you identify what channels of capital could be right. Whether its a banking relationship, venture capital, private equity or creative financing we may be able to help your scaling business.
Asset Management
Paul Krause originally wanted to be a stockbroker growing up and has his background in stock picking, commodity trading, and asset management. Whether its an all equity portfolio, private equity, index or mutual fund, we have you covered.