Expertise x Opportunity = Success
We develop financial plans and portfolio based on each clients’ unique values and circumstances, incorporating tax coordination, wealth transfer, philanthropy, and other considerations. We serve as our client’s financial planner, chief financial officer, business consultant and confidant.
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Asset & Portfolio Management
Investments that will meet the long-term financial goals and risk tolerance of an investor.
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Financial Modeling
Backing your decisions to a mathematical model designed to measure performance.
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Estate Planning
Planning on how individual assets will be preserved, managed, and distributed.
Mainstream Capital Management is a boutique wealth management firm that seeks to grow and preserve wealth by designing customized investment programs for a select community of individuals, businesses and families.
Your Success is Our Success
Success is not defined by economic progress, but rather an effect of a rich and worthwhile life. We provide expertise to ensure the goals that bring value to your life are achieved. The orchestration of your assets is the opportunity to seed success for yourself, your family, and generations to come.
Integrated & Customized
We develop financial plans and portfolios based on each clients’ unique values and circumstances; incorporating tax coordination, wealth transfer, philanthropy and other considerations.
We serve as our client’s financial planner, chief financial officer, business consultant and confidant. Our full suite of services includes
Contact Us
Feel free to contact us with any questions or inquiries