Invest with Confidence
"Securing your family's future is our ultimate success"
Invest with Confidence
"Securing your family's future is our ultimate success"
About Us
Planning Futures
We have helped create strategies and portfolios to meet a vast array of financial goals. Have questions about investments, taxes, retirement, insurance and/or estate planning? It would be our privilege to help.
A Proven Approach
We are a boutique financial services firm driven by providing a carefully curated and all encompassing concierge service to you and your family.
Why Us?
As an independent advisor, I act in the best interest of our clients and am not motivated by commissions or proprietary products. Just as each of our clients are unique, each of their plans are unique as well. We enjoy working with individuals, families and businesses who are serious about planning for their future, commit themselves to a long-term relationship and are excited to take control of their financial freedom.
Our Team
Robert P. Sullivan, Esq., ChFEBC
Robert began his career as an associate attorney in one of Southern California's premiere litigation defense firms. Through his prior work, he was invited to help start a new investment firm in 2005 where he was named the Senior Vice President of Capital Markets and helped to raise over $5 Billion dollars from investors around the country. Developing a true passion for serving people, Robert left his last position as Managing Director of International Markets to create Goldhorn Capital Management LLC. He holds a Bachelor of Arts in Political science and a business minor from California Polytechnic University SLO and a Juris Doctorate from California Western School of Law.
