Our management team has many years of experience providing small to medium size business owners with various options when it comes to wealth management and asset protection for their businesses or projects. Choosing the best options for wealth management could mean the difference between success and failure. We offer winning strategies to succeed.
Our Services include:
Trust & Wealth Management Strategies
How to Set Your Business Up for an Acquisition or Merger
Managements combined years and experiences allows us to view your business from a diverse set of perspectives that help to strategically position your business for growth. We have successfully consulted with hundreds of high end clients and high net-worth investors.
We use proven financial strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your return on investment goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Ken Hollowell has over 40 years as a professional business consultant specializing in field of franchising and non traditional methods for funding. Mr. Hollowell has consulted with thousands of business owners and developed over 800 franchisors from the mid 70’s until 2000. Mr. Hollowell hosted a radio talk show on business for several years, written several books on business, lectured for the FTC for nearly 6 years, and is an expert witness in relation to business lawsuits. Some of Mr. Hollowell’s clients over the years are very well known individuals and companies and have been compared to a Who’s Who of Franchising.
Mr. Hollowell is the former CEO of the Los Angeles Music Awards and President of M8 Film Productions. Mr. Hollowell has sat on as many as 12 Boards of which half of them he was Chairman on. For the past 6 years, Mr. Hollowell has focused on his own investments in wealth strategies and has brought that knowledge into Eagle Rock Partners and is instrumental in developing the Wealth Management Strategies division in Eagle Rock Partners.
Over 40 years experience as CEO and President level skilled in senior management in the planning and structuring of mid-level to emerging companies. Mr. Cheatham's expertise in marketing, broadcasting, franchising, operations, manufacturing, food processing, and infrastructure development, are derived from experiences as Marketing Director for Holiday Inns; Vice President of Marketing for Industrial Industries, a manufacturing company; and President of one of the first, and largest Wendy’s franchise. Jim serves on several Board of Directors and is a public speaker on business topics.
Kelly Oliver has over 25 years of strategic consulting experience with businesses on realization of the company vision. She owns an equity position in 9 companies and serves on the board for 5. Her background covers technology, healthcare, finance, corporate real estate, retail, construction, and higher education industries. Whether it is a small business or one of the Top 500 companies, they all need business consulting with personal attention. Kelly's mission is to determine the path to victory, make the magic happen through wealth building and asset protection. She is subject matter expert on TALK radio, business podcasts, and public speaker.
Mr. Neo El is a key contributing force, structuring agent, wealth manager and participant in the International financial landscape for the past 18 years. Having a high degree of sound strategic management and fiduciary aptitude, he carefully designed various structures of financial operations and framework that enhance, protect and propel multiple businesses to prominence and financial security. Mr. El is accompanied by a powerful network of international asset holdings nominees and trustees, financiers, funds managers and fiduciary global alliances. He repeatedly affords clients and constituents, the opportunities to participate in the most secure global financial structures. He is a leader in protecting wealth, capital and assets as a global fiduciary and has successfully placed numerous companies and individuals in structures designed for the private management of their wealth through his network of qualified banking strategic partnerships.
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511 W Bay St, Ste 350, Tampa, Florida 33606, United States
Monday - Friday: 9am - 5pm
Saturday: By appointment
Contact Us Directly
Jim Cheatham, Chair 813-300-0021 firstname.lastname@example.org
Ken Hollowell, CEO 702-682-6778 email@example.com
Kelly Oliver, Co-Founder 813-601-2304 firstname.lastname@example.org
Neo El, COO 980-365-1158 email@example.com