Our Team
Our Mission
To help navigate you towards financial freedom by bringing you through financial & business planning and asset management.
The Prinden Method is used by us for our own strategic wealth planning, and we’ve seen first-hand the results it generates for our clients.
With us, you can enjoy an unparalleled level of support to guide you on your life-changing journey to financial freedom.
We work closely with you to understand your goals and then develop your entire wealth portfolio. Because we would never advise anything we wouldn’t first do ourselves, we’re not only your advisors, but also fellow investors.

James Prince
CEO & Founder

Jonathan Getliffe
Private Wealth Advisor

Imane En-Naïm
Client Engagement Advisor

Mary Cruz
Client Service Specialist

Diomelis Martinez
Strategy & Operations