About Us
We offer "concierge" services to only a handful of clients in Personalized financial planning, investment due diligence and asset recovery for investors in hedge funds, private equity and alternative investments. As a Certified Financial Planner (tm), I am held to a higher fiduciary standard of always working in the best interest of clients.
How We Got Started
My background is in banking, investment banking and managing hedge funds.
The products and services we offer
Products & Services
As a Certified Financial Planner and registered investment advisor, we work with small businesses and individuals in creating integrated financial ...
It's never too late—or too early—to start planning for retirement. Development Group, LLC can offer real time retirement projections utilizing soci...
Investment advisory and work-outs for busted hedge funds
Recommendations Given (6)
"A very laudable program and an early pioneer in creating opportunities to lift the homeless out..."
Read more
"A very laudable program and an early pioneer in creating opportunities to lift the homeless out of the streets and give them back their humanity."
"Excellent individual."