Phone number

Number

Website link

The Bank Of Me Video

Any app/website link 

BANK OF ME - Info call 

PRIVATE WEALTH ARCHITECT

I work with successful Business Owners, Property Owners, Entrepreneurs, and High-Net-Worth individuals to architect advanced wealth strategies focused on protecting assets, improving cash flow, and creating tax-efficient opportunities.

At the core of my approach is a unique proprietary design created by my mentor—one that teaches qualified clients how to create a monthly profit while strategically paying their normal bills and expenses. One of our many strategies is our Property Tax Recapture Program.

This is not about selling another financial product. It’s about designing a more sophisticated financial structure around the client’s goals, cash flow, business, and long-term wealth.

We also work closely with CPAs and tax attorneys, equipping them with advanced strategies designed to enhance the solutions, value, and financial opportunities they can provide to their clients.

No cookie-cutter financial planning.
No one-size-fits-all approach.
Just strategic wealth architecture designed around the individual.