ProjectionLab
Advisor
David ReidyCFA®
At First Growth Capital Partners, we achieve growth for our clients that is driven by thorough analysis and optimized for individual wants and needs. We accomplish this by coupling hands-on solutions proven to enhance and maximize wealth and coordination with best-in-class external providers to ensure efficiency. Areas of expertise: -Concentrated stock positions -Goal oriented investing for HENRY, FIRE, and transitions -Investing for small business owners -Startup and illiquid holdings diversification -Expats and non-citizen investors
Ideal Clients
Expats
Business Owners
High Income
Focus Areas
FIRE Planning
Small Business
Expat Finance
Pricing
Hourly
Flat Fee
AUM
Availability
Accepting new clients
Credentials
CFA®
Business
First Growth Capital
Location
Miami, Florida, United States
Meeting Options
Remote, In-Person
Languages
English Spanish French German Italian Hebrew
Website
Email
(412) 965-5797
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