What we offer

We provide life insurance, disability insurance, long-term care insurance, fixed and variable annuities, retirement plans, 401Ks, investment advisory services, turnaround, restructurings, bankruptcy advisory, strategic advisory services, wealth management, financial engineering, trustee services, and general financial advisory services to individuals, families, companies, trusts, estates, pension plans, and investment funds.

As well as broker general agency services to life insurance brokers.

Background

We bring special skills to assist clients in planning and organizing their financial lives, whether an individual, family, trust/endowment, pension, investment fund or company. Our experience stems from having worked at the best and largest of U.S. corporations on investments, and having been entrepreneurs, we know about business growth, raising capital, and the associated challenges.

We at Dynamique are motivated to assist persons and families with disabilities, especially since our founder, Luka Erceg, is disabled. We know that when one family member is injured, so is the entire family. In addition, we also know about the challenges encountered by disability entrepreneurs. Read his story: Scientific American.

We stem from a family of professionals and entrepreneurs, understanding the unique needs of professionals (doctors, lawyers, CPAs, etc.) and entrepreneurs that are juggling the financial needs of their families, practices, and companies.

Erceg has personally raised and has been engaged in deploying over $130 million in capital since 2008, you will find unparalleled experience in governance, financing (debt and equity), growth, liquidity and exit experience. Too many advisors are great at discussing strategies, our experience is direct, and we have the market-tested experience to deliver on a winning financial strategy for you.

Don’t rely on advisors and their academic and unproven valuations of your business. Rely on an advisor who has negotiated arms’ length investments, company sales, and contracts with the largest of investors in venture capital, private equity, Japanese trading firms, European companies and more.

Erceg is surrounded by a powerful team of registered and licensed experts in each of their financial disciplines. See Team for more information on each person.