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How We Work

While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions.

Once your goals have been established, Ferneau Group will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following services and products:

Tax Mitigation

Tax Mitigation

Ferneau Group specializes in advanced tax mitigation solutions for our clients.  We utilize the tax code to provide our clients with tax deductions for both ordinary income and capital gains in addition to tax advantaged current income on their investments.  Finally, we provide clients with advanced estate planning solutions which generate 100% tax free income throughout retirement.

<span>Late-Stage Private Equity</span>&#160;Opportunities

Late-Stage Private Equity Opportunities

Ferneau Group provides our client direct access to late-stage private equity opportunities.  Our due diligence team has strict criteria for participation in these Unicorn deals.  Our focus is on private companies that are expected to IPO or direct list on the stock exchange within 24-36 months.  For every 1 deal we participate we pass on 15.  We have participated in SpaceX, Airbnb, DocuSign, Uber, Lyft, Palantir, Instacart, Nerd Wallet & Impossible just to name a few.



An alternative is anything that is not a stock, bond or cash.  In managing client assets, Ferneau Group invests in alternative securities with varying timelines of liquidity to mitigate volatility. Staggered liquidity is a strategy shared by the largest endowment in the US, Yale University. This strategy’s 20yr return has outperformed the market w/ far less risk.

Additional Services that I provide:



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (720) 445-2162