It's not how much money you make, it's how much money you keep.
Data Center Land Development, Airplane Parts Teardown Distribution, EV Charging, and Real Estate
Investing in companies that are making a meaningful impact for the future
Tax Strategies for High W-2 Earners and Business Income
Large Capital
Gains
Business Exit
Planning
IRA Distributions & Accelerated Roth Conversions
Concentrated Stock Positions / RSUs
Estate Tax Mitigation & Protection
College Financial Aid Positioning
Private Wealth Investors
We don’t know everything, but have a great network of CPAs, Tax Attorney’s Advisors and Wealth Managers including: Excel Empire, Tax Strategy Center, RE-MMAP, National Tax Group, Hall and Associates, Merrill Lynch Wealth, SpiderRock, AQR, Business Exits, 1031 DST Group, Valur, Fast Funding Business, Founder First Advisors and more. We make a lot of expert referrals.
Private Wealth Strategist
Jeff Stock is an author, speaker, consultant, actuary, and philanthropist with over 25 years of experience in finance and alternative investing. A former chief actuary, real estate investor, and insurance agency owner, and current fund manager, Jeff is known for his quantitative, risk-managed investment philosophy.
A frequent traveler, competitive marathon runner, and tennis and pickleball player, he is also a strategy game enthusiast. His greatest passion is supporting clients with alternative investing that creates consistent income while managing risk intelligently
10% OF EVENT PROFITS GO TO INFLUENCE WITH LOVE.ORG
Make a difference while growing yourself
OUR MISSION AT InfluenceWithLOVE.org We empower underprivileged children by teaching them entrepreneurship skills, mentoring them to recognize their potential, and inspiring them to follow their passions and achieve their dreams. We invite socially conscious individuals, entrepreneurs, business owners, and professionals, to join us in making a difference by contributing their Time, Talent, or Treasure:
• TIME: Volunteer to mentor and educate children, helping them unlock their potential and become the next generation of leaders.
• TALENT: Share your unique skills or resources to support the cause. From photographers raising awareness to doctors offering medical care, every contribution makes an impact.
• TREASURE: Provide financial or material donations such as money, clothes, or toys to support programs, events, and essential resources for the children we serve.
Your support expands our reach, allowing us to create more opportunities and brighter futures for these young dreamers.
