At Turtle Bay Group, our goal is to enrich the quality of the lives of our clients by providing a wide variety of wealth management and financial services.

Established in June of 2010, Turtle Bay Group provides a thorough and diligent approach to business and wealth management. Our core philosophies of honesty, integrity, and excellence distinguishes us from our peers and enables Turtle Bay Group to customize our services to best serve the needs of our clients.

The managing directors of the Turtle Bay Group have been working together for nearly 20 years and have a combined sixty five years experience in providing services in the fields of taxation, investment, and business management, working with high net worth individuals, estates and trusts, partnerships, private foundations and corporations.  We have extensive experience servicing the Filmed Entertainment Industry  (Studios, Producers, Actors, Directors & Screenwriters), Music (Executives, Singers and Songwriters), Entrepreneurs, Athletes (Current and Retired), Sports Executives, Advertising (retired), Publishing (Authors, Editors, and Literary Agents), Real Estate, Manufacturing, Retail, Banking, Hedge Funds & Investment Managers, Government Policy Makers, Insurance, Theater, Legal, and Executives of Publicly Traded Companies.

Turtle Bay Group, Inc.

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