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Focus On What Matters Most

I'll help you reach your financial goals so you can take care of the rest.

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Services
How Can I Help You?

Proudly investing, planning, and advocating my clients best financial

outcomes "nationwide" for 23 years!  


Results Driven Investment Management

23 years of successful results, hedging client risk, enahncing returns, with extensive

Altnernative Investment expertise.


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Financial Planning

Unlike the "Big Firms" we create "customized" strategies that are tailored to your needs and goals. We take a completely "holistic approach" designed to help you optimize your outcomes and reach your goals.


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Retirement

I can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

I'll help make sure that we're considering the tax implications with all your investments and strive to help you minimize them.


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Estate Planning, Successor Trustee Services/Trust Fiduciary services

With 23 years of proven results, I'll help secure your legacy for future generations.

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High-Net-Worth

I have extensive experience managing high-net-worth portfolios and incorporating Private Equity, Hedge Funds, Managed Futures, Private Real Estate, & Options to reduce overall portfolio risk and increase returns. 

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Small Business

As a successful small business owner, I can help you create additional sources of wealth, revenue, reduce your taxes & help achieve your financial freedom.

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Lifestyle

What can be more important that Health, Wealth, & Happiness?  I can help you reach your ideal "compromise" between them all.

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Visit Our Three Locations!

Henderson Office

Henderson Office

2831 Saint Rose Parkway Suite 200

Henderson, NV 89052

Incline Village

Incline Village

593 Tyner Way

Incline Village, NV 89451

Zephyr Cove

Zephyr Cove

731 Beverly Circle

Zephyr Cove, NV 89448

Build Your Success Story
Read What Aaron Has to Say:

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"Beyond just financial planning and investments, Aaron helps businesses and individuals achieve “financial freedom” with unique wealth and income creation strategies, tax reduction strategies, financing, asset protection, and trust services. Complimentary consultations are by appointment only."

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"With Aaron’s help, leadership, connections, and Fidelity/Kestra’s resources, you can create synergies and improvements to your bottom line and life."

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"Without a doubt, Nevada is the most underrated and well positioned state in the country for its pro-business, ultra-low-tax, low red tape, freedom loving, and otherworldly lifestyle options.  From the glitz, glamour, best in the world entertainment of Las Vegas, to the majestic Alpine Paradise of Lake Tahoe, to the vast open spaces and mountains in between, Nevada is the last great bastion of freedom and economic opportunity for all."

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