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Wealth solutions for your future of financial freedom













Holistic financial advisory for every aspect of your life
We’ll map out your finances, plan your investments, handle your taxes, and help you make the most of your wealth – quickly and efficiently.
Discover News & Insights
In short, estate consulting is the process of making arrangements to manage and distribute your assets, properties, and finances during your lifetime and after your passing.

It’s a system designed to bring order to your family’s financial life, so everyone can have confidence, clarity, and continuity.

A guide to protecting what matters most.

Lately, the financial media has been dominated by headlines about tariffs and trade policy. But there is more to consider.

A multi-family office is a modern evolution of the traditional single-family office – offering the same high level of service and coordination, but across a curated group of families rather than one.

Options aren’t just for generating income or making speculative trades – they’re powerful tools for protecting your portfolio against market uncertainty.
Our Team — Advisors
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Maz Esmailbeigi AIF®, CFS®, CAS®
Ali Zamani AIF®, CFS®, CAS®
Sam Sosa, J.D.
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Luke Anderson, SE-AWMA®
Mike Janis
Flavia Nunes
Mike Shotton
Peter Amling, CFP®
Michael Rashtian
Stacy Borek, CFP®
Kingsley Choi
Christine Mueller Coley, CFP®, CDFA®
Justin Iskander, CPA
Mark Koellner, CFP®, CRPC®
Derek Ruan
Joseph Brandolino
Annie Heller
Steve Racius
Joseph Auday, CFP®, CRPC®
Andrew H. Jacobson
Ryan Saidi, AIF®
Robert Venezia
Morten Roness, MBA
Rich Winer
Ceasar Garvida, CFP®, CIMA®
Roger Lopez
Wayne T. Slappy





























