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From investments and wealth planning to insurance, loans, and digital financial solutions, we provide personalized strategies that help individuals, families, and businesses achieve long-term financial success with confidence.
View your investment progress, monitor diversified assets, and stay aligned with a strategy tailored to your financial goals.
Founded by elite Wall Street quantitative asset architects and top-tier Board-Certified Trusts & Estates legal specialists, Fixing Your Credit Fast was established with a singular, immutable vision: to merge state-of-the-art algorithmic capital execution with peerless human fiduciary counsel.
Unlike conventional institutional brokerage houses that steer clients toward proprietary, commission-heavy financial instruments, our multi-family office operates exclusively under an absolute fee-only legal fiduciary mandate. We sit on the same side of the table as our executive clients, curating bespoke lending structures, robust global risk shielding, and pristine digital payment ledgers.
Uncompromised legal allegiance. We eliminate secondary vendor kickbacks and optimize every dollar for maximum multi-generational compounding.
Deploying advanced AI quantitative risk models and architectural estate planning to insulate family wealth against centuries of systemic volatility.
We deliver a peerless financial ecosystem engineered for uncompromising execution, rock-solid security, and transparent cost efficiency.
We operate entirely on a transparent fee-only mandate with zero hidden commissions, third-party custody markups, or proprietary product steering, ensuring absolute alignment with your overall balance sheet.
Secure unparalleled direct access to top-decile private equity syndicates, venture capital secondary desks, alternative asset fund-of-funds, and highly liquid institutional direct bond execution desks.
Our internal Board-Certified Trusts & Estates attorneys design unassailable dynastic trust structures, aggressive estate tax shielding, and complete probate insulation to preserve your family legacy forever.
Access rapid bespoke Super-Jumbo lending and institutional working capital facilities scaling to $15M+ with custom 24-hour executive digital underwriting tailored for complex partnership and RSU compensation.
Your private client portal resides in SOC 2 Type II certified biometric cloud vaults supported by continuous machine-learning AI threat monitoring and fully hardened Gramm-Leach-Bliley Act compliance.
Enjoy dedicated personal family office advisory teams accessible 24 hours a day, 365 days a year across major worldwide financial capitals for any complex strategic transaction or lifestyle inquiry.
Select an institutional category below to browse our fully documented executive lending facilities, customized insurance portfolios, global investment structures, and comprehensive wealth management solutions.
“Fixing Your Credit Fast completely transformed how our family office manages cross-border liquidity and partnership tax allocations. Their algorithmic execution executed a highly complex $18M Super-Jumbo commercial mortgage acquisition flawlessly within 14 business days while completely preserving our core global equity portfolios.”
“Following our corporate biotech IPO, we required an exceptionally secure, uncompromised fiduciary partner to construct our dynastic grantor trusts. Fixing Your Credit Fast’s internal Trusts & Estates legal specialists insulated our liquid capital from predatory civil litigation perfectly.”
“Their private credit card and multi-currency mobile wallet ecosystems are absolute architectural masterpieces. The uncapped limit capability, instantaneous interbank real-time foreign exchange settlements, and dedicated white-glove lifestyle concierge make traveling between our London and Palm Beach residences completely seamless.”
Comprehensive insights into our institutional custody standards, legal structures, lending covenants, and private advisory onboarding processes.
Curated exclusively by our elite quantitative analysts and Board-Certified Trusts & Estates partners. Zero promotional spam.
Speak directly with a Senior Board-Certified Family Office Director or Institutional Lending Partner.
Our bespoke advisory hubs operate with absolute security across highly stable global regulatory jurisdictions.
3207 Westfall Avenue Santa Fe, NM 87501
Protecting your personal and financial information is one of our highest priorities. We maintain administrative, technical, and physical safeguards designed to protect nonpublic personal information in accordance with the Gramm-Leach-Bliley Act (GLBA) and other applicable U.S. privacy regulations.
We may collect personal identifiers, government-issued identification, Social Security Number (when legally required), financial account information, investment objectives, income details, employment information, tax-related documentation, transaction history, device information, and communications with our representatives.
Federal law requires financial institutions to verify the identity of individuals opening accounts or requesting certain financial services. We may request identification documents and additional information to satisfy Customer Identification Program (CIP) requirements under the USA PATRIOT Act.
To comply with Anti-Money Laundering regulations and the Bank Secrecy Act, we monitor transactions and customer activity for suspicious behavior. Certain transactions may require additional verification or reporting as required by applicable law.
We may screen customers and transactions against sanctions lists maintained by the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC). Transactions prohibited under U.S. sanctions laws may be delayed, declined, or reported to appropriate authorities.
Your information is used to establish and maintain accounts, provide requested financial products and services, process transactions, verify identity, comply with regulatory obligations, prevent fraud, improve our services, communicate important account information, and fulfill legal requirements.
We do not sell your nonpublic personal information. Information may be shared only as permitted or required by law, including with financial institutions, payment processors, custodians, regulatory agencies, auditors, service providers, fraud prevention partners, or government authorities.
We utilize industry-standard encryption, secure authentication, network monitoring, access controls, employee training, and continuous security assessments to protect sensitive customer information against unauthorized access, disclosure, or misuse.
Our website may use cookies, analytics tools, and similar technologies to improve website functionality, measure performance, prevent fraud, and enhance the customer experience. You may control cookies through your browser settings.
By using our services, you consent to receive electronic communications regarding your accounts, disclosures, regulatory notices, transaction confirmations, and other service-related communications where permitted by law.
We retain customer information for the period required by applicable federal and state laws, regulatory recordkeeping requirements, contractual obligations, and legitimate business purposes. Records are securely destroyed when retention periods expire.
Depending on your state of residence, including California, you may have rights to access, correct, delete, or request information regarding the personal information we maintain. Requests will be processed in accordance with applicable law.
Our financial services are intended for adults. We do not knowingly collect personal information from children under 13 years of age in accordance with the Children's Online Privacy Protection Act (COPPA).
Trusted vendors providing cloud hosting, cybersecurity, payment processing, customer support, identity verification, and regulatory compliance services may process information on our behalf under strict confidentiality obligations.
We employ automated fraud detection technologies and manual reviews to identify suspicious account activity. We reserve the right to request additional verification, suspend transactions, or restrict access when fraudulent activity is suspected.
Where permitted by law, personal information may be processed in the United States or other jurisdictions using safeguards designed to protect customer information and comply with applicable privacy regulations.
This Privacy Policy may be updated periodically to reflect changes in applicable laws, regulations, technology, or our business practices. Updated versions will be posted on this website with a revised effective date.
Questions regarding this Privacy Policy, our information practices, or your privacy rights may be directed to our Privacy Office or Compliance Department using the contact information provided on this website.
To comply with the USA PATRIOT Act and other applicable anti-money laundering regulations, we may request information necessary to verify your identity before providing certain financial products or services. Verification may include government-issued identification, address confirmation, and other documentation as required by law.
We maintain internal policies and procedures designed to comply with applicable Anti-Money Laundering (AML) regulations. Transactions may be monitored, delayed, or declined when necessary to satisfy legal or regulatory obligations.
Our organization complies with the requirements of the Bank Secrecy Act, including recordkeeping, transaction monitoring, and reporting obligations where required under applicable federal law.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any information provided through this website is for general informational purposes only and should not be considered personalized investment advice.
Market conditions continuously change, and no representation or warranty is made regarding future investment performance, returns, tax savings, or financial outcomes. Users should consult qualified financial, tax, and legal professionals before making investment decisions.
Our services are intended to operate in accordance with applicable federal and state financial regulations. Certain products and services may not be available in every jurisdiction and remain subject to applicable licensing requirements.
We are committed to protecting customer information consistent with the requirements of the Gramm-Leach-Bliley Act (GLBA). Our Privacy Policy explains how nonpublic personal information is collected, used, protected, and disclosed.
By using this website, you consent to receive electronic communications regarding your account, transactions, disclosures, and other important notices where permitted by applicable law.
All content on this website, including text, graphics, logos, software, reports, research, and other materials, is protected by United States copyright, trademark, and intellectual property laws. Unauthorized use is prohibited.
To the maximum extent permitted by law, we shall not be liable for indirect, incidental, consequential, or special damages arising from the use of this website or reliance upon any information contained herein.
This website may provide access to third-party financial institutions, payment processors, custodians, or service providers. We are not responsible for the content, policies, or services provided by third parties.
Any disputes arising from the use of this website shall be resolved in accordance with applicable federal law and the laws of the State of USA. Where permitted by law, disputes may be resolved through arbitration or the courts of competent jurisdiction.
We reserve the right to modify these Terms & Conditions at any time. Changes become effective upon publication on this website unless otherwise required by applicable law.
Questions regarding these Terms & Conditions or our regulatory obligations may be directed to our Compliance Department using the contact information provided on this website.