Your Personal CFO for Wealth Management
Stallion Financial has experienced in-house capability comprised of three pillars: Corporate Planning, Insurance & Risk Management and Investment Oversight. We employ a traditional mentality of trust, loyalty and mutual respect. This foundation ensures we build strong relationships with our clients, which allows us to truly understand what financial success means to you.
We’re invested in what’s best for our clients. Our goal is to provide you peace of mind, knowing that your wealth building program has a sound defensive plan so you’re ready for any changing conditions. Our wealth management process also ensures your financial plans have a prudent tax-effective offensive strategy. This approach builds greater wealth while simultaneously lowering risks and reducing taxes, designed to provide lasting value for today—and generations to come.
The Stallion team has over 25 years of experience working with high net-worth family-owned businesses. We provide a Family Office experience with our Personal CFO (Chief Financial Officer) service, designed to help with transition and succession issues and support entrepreneurs with growing their businesses. Stallion is the go-to firm for business owners and senior executives and stewards of family wealth who need assistance dealing with the complexity that success brings.