Financial Planning

Your financial plan in life is essential to a successful and healthy future. We coordinate with you to create a plan that can be navigated and adjusted as life circumstances change. We help with:

  • Growing your investments with retirement accounts: IRA, Roth IRA, Solo 401k, Business 401k, 457, 403b
  • High earner and high deduction small business planning
  • Distributions for maximum income and optimized risks

Portfolio Management

Treveri Capital LLC is always actively on the look out for new trends, assets, and risks in the markets daily. From equities, bonds, to crypto currencies. Being proactive, Treveri Capital LLC is always looking for ways to maximize returns and minimize risks to achieve your goals.