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Grow Your Wealth With Our Leading Edge Solutions!

We are a consulting firm with over 29 years of experience in all industries, supporting their financial growth. We also offer expert guidance, unlocking your potential for growth and profitability that proof our business investment and ensuring
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Michael Brian
The Founder
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Released projects and strategies planned by company in 2024.
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Qualified and dedicated team of financial experts to help you.
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Satisfied and happy clients we have servedall over the world.
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Years of proven financial expertise in wealth management planning.
Integrate a diverse range of ideas

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of

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Deliver the highest quality outcomes

Our research is more than just numbers. Year over year, we get to know the people who make the company work.

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Believe in powerof implication

We keeping close contact with our management and spending time on location, drive a deep operational

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Integrate a diverse range of ideas

We believe investing powers each fund and aim to increase diversity of ideas and reduce volatility of

Explore More


Looking beyond numbers
to create a plan!


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What Our Customers Feel About Our Services!

When our customers succeed, so do we!!

It’s been an excellent experience. Allianz team of consultants is a trusted partner; they took the necessary time to understand our operations and needs, which was essential for our providers and clients. They were professionals and made the right changes and adjustments to align project team with our culture and needs.
It’s been an excellent experience. Allianz team of consultants is a trusted partner; they took the necessary time to understand our operations and needs, which was essential for our providers and clients. They were professionals and made the right changes and adjustments to align project team with our culture and needs.
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Dana Wade Sr
Optime Inc
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Ann John
Optime Inc






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How does it work?

Expect and deliver the highest quality outcomes.

Acknowledge needs

We prepare for your meeting by identifying key milestones or events that have happened since we last met to see if they’re well positioned.

Provide a perspective

We ascertain our client’s financial to determine whether they should seek investments weighted toward preservation of capital.

Discuss opportunities

We will provide recommendations in sensible investment choices that will help our clients meet their long term goals or fund their retirement.

Our Visionaries

Our commitment to quality, including the results of our internal, governance and the standards that expect all of our member firms to follow. 

Our Leadership Team

Mike Dooley


Mike Dooley

Chief Executive






Maria Andaloro


Maria Andaloro

Portfolio Manager






Michael Brian


Michael Brian

Vice Chair






Marian Chris


Marian Chris

Managing Partner






Richard Mud


Richard Mud

Legal Officer