Strategic Alliances
We cultivate strong alliances with only the best accounting, law, and insurance firms available. Our strategic partners have all distinguished themselves as companies providing the same level of service excellence that we strive for here at Hollencrest; we pride ourselves in promoting their services in tandem with our investment strategies.
TRC Financial
TRC Financial specializes in insurance and benefit planning. Their focus centers around plan design, product placement and administration for life insurance, disability insurance, long-term care insurance, and benefit plans. They are in their fifth decade in business, serving a loyal group of clients that include public companies, privately held companies, affluent individuals, and families. They are the oldest and most established firm of their type in Southern California.
Raimondo Pettit Group
In 1992, Principals Carol Raimondo and Tim Pettit established RPG by acquiring the Torrance location, staff and clients of an international public accounting firm. Their business has grown steadily as they have added a combination of experienced personnel with training obtained at national CPA firms, and the most highly qualified graduates from top universities.
Momentous – Insurance Brokerage INC.
Momentous Insurance Brokerage, Inc. is a full-service company dedicated to providing the highest caliber of insurance and risk management consultation. They take care of your insurance so that you can focus on what you do best. They design insurance programs for High net worth individuals; film and TV productions; Music and touring companies and artists; Commercial and professional liability; Life, health and disability.
Charles, Kane & Dye LLP
Charles, Kane & Dye, LLP blends the experience and expertise of a large firm with the hands on approach and responsiveness of a smaller firm. Specializing in legal issues for clients ranging in size from start-ups to companies with more than $100 million in annual revenue, their practice areas focus upon business and real estate transactions, including corporate counseling, executive compensation, mergers, acquisitions and finance, private securities, small business formation, venture capital, e-commerce and the purchase and sale, leasing and financing of real property.
Hodel Briggs Winter LLP
Founded in 2003, they are a 13 lawyer firm, comprised entirely of experienced attorneys trained at national law firms and who attended top-tier law schools.
How HBW Differs From Competitors:
Few, if any, law firms are similar to HBW. They offer world class legal services at a competitive cost with a sharper focus on the client’s needs and goals that comes from being a smaller, boutique firm that gets to know all of its clients.
This business model inspires more direct, clear communication with their clients and significantly reduces the cost and inefficiency of hlarger law firms. Their practice covers three primary areas: business litigation, employment, and corporate/transactional.