Winning for us is growing your wealth, minimizing your taxes, and Asset Protection
Get In TouchAbout DiviWho We Are
We work as a team on one platform to maximize efficiencies and come up with the very best answers to dynamic challenges. We provide integrated planning with your CPA, Attorney, Bankers, and other key advisors. Our role is to collaborate with the your team of advisors to proactively identify planning needs and opportunities in a thoughtful, efficient manner throughout the course of the year.
We act in a Fiduciary Capacity, in your best interest and always put your interest ahead of our own.
Our Process
We have a proprietary process built to achieve success that is customized for each individual client. Our process strategically gives you an in depth better understanding of your wealth allowing you to spend more time to focus on the things most important to you.
Our Mission
Investments: We aim to win by producing an “above average risk adjusted return”, this is wall street talk but in short we try to beat the market (on a risk adjusted basis.). You tell us what risks you are comfortable with, and we will try to outperform. This is done through active investing using top investment managers. We can’t promise we will beat the market, in fact this is very difficult. But we will always use our network to look for the best strategies to accomplish this goal.
Proactive and Advanced Income Tax Mitigation Strategies: We try to win her by reducing your taxes more than typical CPAs. The strategies Bezos, Zuckerberg & Buffet use. This is achieved by partnering with the best tax planning CPAs and leveraging our network to locate the best tax planning ideas. Tax Attorneys can’t solicit their ideas, most CPAs are too busy to research ideas. Our network solves these issues through our shared due diligence.
Risk Management: We aim for better asset protections. This is achieved by partnering with the best estate and asset protection attorneys who use intelligent designs to protect your assets.
Getting Startd
We work as a team on one platform to maximize efficiencies and come up with the very best answers to dynamic challenges. We provide integrated planning with your CPA, Attorney, Bankers, and other key advisors. Our role is to collaborate with the your team of advisors to proactively identify planning needs and opportunities in a thoughtful, efficient manner throughout the course of the year. We implement a technology platform (eMoney) to aggregate your balance sheet to execute on this process.
Advanced Tax Planning / Captive Insurance Advisory 831(b)
We go deep to understand tax strategies so we can go beyond standard deductions to create real value and wealth. Our power lies in proactive tax planning, and we work in conjunction with your existing CPA to achieve this savings. More than 30 strategies could apply, and each tax plan varies based on the client’s situation and goals.
We have saved our clients millions in taxes.
Stats
Divi By the Numbers
Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia Curae; Donec velit neque
$M Invested
Companies Financed
Managed Funds
Years Of Experience
Success Stories
“Vivamus suscipit tortor eget felis porttitor volutpat. Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Proin eget tortor risus. Vivamus suscipit tortor eget felis porttitor volutpat. Quisque velit nisi, pretium ut lacinia in, elementum id enim. Cras ultricies ligula sed magna dictum porta”
“Matthews & Co saved us so much in tax and operations they effectively created a profit center out of our back office.”
“Matthews & Co saved us so much in tax and operations they effectively created a profit center out of our back office.”
Our Office
1234 Divi St. #1000
San Francisco, CA 23514, USA
Contact Us
(235) 235-1351
info@diviinvestment.com
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed