Creating a Legacy of Giving for Future Generations.

We are a small family-driven firm strategically deploying our own capital into value equities, digital assets, and private funds.

A wooden doll and wood house under an umbrella holding by agent represent insurance . house Family , protection, life.

We believe true legacy is built not only in wealth but in impact.

School kids celebrating with their coach on a sports field

Our mission is to empower our family to give back and uplift our community for future generations to come.

Asian woman patient holding red heart in hand.

Small in size, big in commitment to our community.

Dedicated to funding projects creating meaningful change across Central Florida.