Life, Health Insurance
Investments, including Managed Accounts
Budgeting, Cash flow Management
For Business Owners and Investors
Through our Investor Network
Small Business Administration Loans
The Harold Louis Group is the holding company for the Patrick family office.
The company is named after our family members, 4x Harolds and a Louis.
Our team isn't your typical group of advisors.
Whereas most advisors use a set it and forget it approach, we actively manage our client's portfolios to help ensure we are staying on top of movements in the market.
Our team is made up of C-level banking executives, as well as business entrepreneurs and founders, who have managed hundreds of millions of dollars.
We love working with clients regardless of how much capital they have to deploy.
Feel free to send us an email but clicking on the button below.