Consider this scenario: Lou Grubb, a prominent figure in the automotive industry, achieved substantial financial success in 1996 upon selling his chain of car dealerships, elevating him to Centi-Millionaire status. However, amidst his triumph, Lou encountered a significant challenge: despite his expertise in automobiles, he found himself lacking in financial acumen, particularly in investment management.

As often happens with individuals of significant wealth, Lou became a target for financial advisors eager to sell their products. Yet, what he truly sought was not just a sales pitch, but a deeper understanding of wealth management. Recognizing this gap in financial education for affluent individuals, I embarked on a mission under Lou’s guidance and direction. He was insistent that we make it simple.  “Don’t make any assumptions about what you think the students may know regardless of wealth” insisted Mr. Grubb

As a result In 1999, I established a program specifically tailored to provide comprehensive financial education devoid of commercial bias. Since its inception, our program has remained steadfast in its commitment to empowering the newly affluent with the knowledge and skills necessary to navigate the intricate realm of finance with confidence and clarity.

Our objective is clear: to equip individuals who have recently come into wealth with the tools to effectively manage, allocate, and transfer their assets, all while preserving their entrepreneurial zeal. Whether your prosperity stems from the automotive sector, technology, or any other industry, our program is designed to facilitate informed decision-making and enduring financial success.

A quote from an early employee at Google.  “They showed my behind the curtain which allowed me to better understand how I wanted to allocate my resources and who I wanted to hire to help me achieve my greater purpose."