helping you
build generational wealth

WE ARE A GOAL-BASED INVESTMENT PLATFORM THAT OPERATES WITH BARBADIAN DOLLARS AND TAILORS UNIQUE OPPORTUNITIES TO GROW YOUR WEALTH

We lead with you

We believe in the value beneath the investment. 
 
That means your goals, needs, family, and legacy, are the driving force behind every decision made. No person is the same, which means no investment offering should be the same.
 
We tailor each and every opportunity created for you, from the goal that lays beneath. 

Our Services

Wealth and Estate Planning

Our goal is to help you preserve, manage, grow, and distribute assets with the least liability and the greatest benefit to you and your family.

Strategic Private Investments

We invest in alternative assets to help reduce risk while simultaneously enhancing portfolio returns.

Corporate Administration

We coordinate with legal and banking service providers and maintain robust record keeping and regulatory compliance.

Transaction Advisory

We can help mitigate risk of exposure to fluctuating currencies, and advise on corporate, real estate, and other transactions.

Why we exist

We understand that the world of finance can sometimes be overwhelming and that investment opportunities are seemingly everywhere. We also understand that there isn’t always a clear path to investing, especially ones where the opportunities are tailor made for the individual.

 
In Barbados the field is even smaller, especially when it comes to investing Barbadian dollars. We want to solve that problem and bring you a completely catered financial experience that leads with you. 
 
Giving you local and unique opportunities that build wealth for the legacy that you want to foster. You’ll be surrounded by a team of trusted, smart advisors, using the latest technology, who care about that legacy, and guide you through it.

Your trusted Team

DANNY FARMER

CHRISTOPHER GREGORY

CHARLES KING

LISA FARMER