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He took a buyout when the Dotcom bubble burst and decided to open his own financial services office with a focus on goal-based wealth planning. “Our sweet spot today is catering to business owners, C-suite executives, senior executives, entrepreneurs, people who are qualified purchasers or accreditedinvestors.”
In terms of where to slot us from an investor type – we are unique in the sense that we have owned and operated our own businesses since 2001, invested our own capital and also raised capital from LPs (both institutional and smaller accreditedinvestors).” We have strong operational backgrounds and industry relationships.
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