At BRG Financial, LLC, investment and asset management is the main pillar of our business. We manage client accounts on a discretionary basis and prioritize client interest through our fee-based structure. By being entrusted to be your investment and asset manager, we recognize that the success of our clients aligns with our performance as a business. Although our business follows an asset management model, there are still many overlaps with financial planning that we guide upon. Additional areas include college planning, insurance, budgeting, inheritances, tax efficient investment strategies, and more. In essence, BRG acts as a financial planning consultant when you sign up for investment and asset management services. Lastly, retirement planning is a core service BRG provides to clients. Specifically, our business works with a wide range of clients from young adults just graduating from college to retired individuals taking distributions.

The world of whiskey investment has traditionally been accessible only to industry insiders. Our mission is to provide everyone with the opportunity to be part of this once exclusive market. The Cask Collective specializes in sourcing, purchasing, and managing barrel aged spirits. Our model provides an opportunity for individuals to become not only investors of, but owners of barreled bourbons. We have collaborated with US distilleries to purchase barrels at the lowest competitive prices.

Unlock the Power of Your Data with Power BI Consulting Services, specializing in transforming raw data into meaningful insights through interactive dashboards and reports. Their team of experts helps businesses leverage Power BI for enhanced data integration, streamlined processing, and advanced analytics. Whether you need predictive modeling or real-time monitoring, they provide customized solutions to meet your unique business needs.

Headwall Private Markets is a liquidity provider for private company shareholders and investors. Our main focus is secondary transactions in mid to late stage private companies. In addition, Headwall has select primary investment opportunities.

Fernando Aguirre, DHS Ventures's pivotal role as the Executive Vice Chairman at DHS Ventures is a testament to his profound influence and expertise. As a highly skilled private equity investor, his impact resonates far beyond corporate borders, reaching across the United States. Fernando Aguirre, DHS Ventures's instrumental contributions extend to shaping DHS Ventures' strategic course and fostering expansion. Leveraging his extensive knowledge, he elevates the company's achievements through unparalleled business acumen and deep industry insights. Yet, Fernando Aguirre, DHS Ventures's influence transcends the confines of his executive role. He has meticulously crafted a prominent identity within the private equity sphere. Fernando Aguirre, DHS Ventures unique talent lies in identifying and capitalizing on investment opportunities while executing savvy financial decisions to maximize returns.

Associates Insurance Agency is a privately owned and operated, full-service insurance agency that has provided premium insurance services to the Tampa area and throughout the entire state of Florida for more than three decades. We offer a complete range of insurance services including personal, commercial, business, auto, bonding, risk management and more.