Tailor made solutions for every client. Because your business is as unique as you are.
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"Based in Thousand Oaks, The Syndicate offers expert consulting services to the marine and powersport industries. They specialize in helping aftermarket manufacturers navigate the complexities of their markets. Their strategic guidance and industry insights empower businesses to optimize their operations, enhance their market presence, and drive success. Whether you're a new venture or an established company, The Syndicate provides the tailored support needed to thrive in a competitive landscape."
Virtual Executive Solutions (VES) provides personalized administrative and financial support for individuals, families, professionals, estates, executors, trustees, and fiduciaries. Our specialties include: -Bookkeeping and Financial Organization -Probate and Estate Administration Support -Executor and Trustee Assistance -Fiduciary Administrative Support -Bill Payment and Expense Management -Financial Record Organization -Coordination with Attorneys, CPAs, and Financial Professionals -Personal and Household Administration -Vendor and Project Management -Research, Correspondence, and Special Projects We work alongside attorneys, CPAs, financial advisors, and other professionals to help keep personal, financial, and estate matters organized and moving forward. Virtual Executive Solutions provides dependable, discreet, and personalized support—managing the details so you can simplify your life and focus on what matters most.
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David has a passion for helping retirement-focused financial professionals provide business owners with uniquely designed retirement plan solutions. Over the years he has consulted with businesses of all sizes and industries that required a special eye.
