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Mountains in Clouds

Brian Garnelo

Interning Staff Accountant

Brian is an accounting intern, where he supports clients with bookkeeping, financial analysis, and tax preparation. He is currently pursuing his degree in accounting at Florida Gulf Coast University as well as working toward becoming a CPA. Before joining VMG Financial, Brian built valuable experience in the hospitality industry and dedicated time to volunteering with organizations such as the Harry Chapin Food Bank and Meals of Hope, where he developed a strong commitment to serving others and a detail-oriented mindset. A lifelong resident of Southwest Florida, Brian has lived in the area for almost 20 years, where he was raised and continues to call home. Outside of work, Brian enjoys boxing, exploring new adventures, and spending time with his cats, Tuna and Sprout, as well as his Rottweiler, Val. He is also passionate about personal growth and loves learning about business insights, mindfulness, and self-improvement.

More about Matt and YHH

Matt has been featured in Inc. Magazine and on ABC, NBC, CBS, and Fox. and consulted with many Fortune 100 financial companies and many small businesses.

Focus in Large Organizations:

  1. Advanced Tax Planning Strategies

  2. Employee Measurement and Management

  3. Sales & Revenue Growth

  4. EBITDA / Profit Growth

Matt prides himself on working with business owners, financial professionals, and families worldwide on estate planning, tax planning, and wealth-building strategies.

He has worked with many families in partnering with over 13,000 financial advisors to deliver unique tax planning approaches.

Focus in Individuals and Small Enterprises:

  1. Advanced Tax Planning

  2. Probate Avoidance

  3. Estate Tax Planning

  4. Legacy Planning

We consider our Services a Family Office. Family Offices are reserved for business owners and families to create a team to manage their businesses, finances, and financial legacy. VMG Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.

Usually…

  • CPAs

CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward looking tax plans.

  • Financial Advisors

Many financial advisors charge a 1% fee and rely on a buy-and-hold strategy without actively protecting your investments. We believe the best return comes from reinvesting in your business or managing your wealth for your family and legacy. Our proactive approach adjusts to market conditions, offering more flexibility and growth potential.

  • Attorneys

Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.

Our CPAs, Financial Advisors and Attorneys work on your behalf.
We call our approach the Triangle Wealth…

Our Family Office Services

Triangle Wealth.png

Including, but not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

  • Estate Planning

Our mission is to help families maintain financial viability in the present, while taking a proactive approach to achieve future goals.

We consider our Services a Family Office. Family Offices are reserved for business owners and families to create a team to manage their businesses, finances, and financial legacy. YHH Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.

Usually…

  • CPAs

CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward looking tax plans.

  • Financial Advisors

Many financial advisors charge a 1% fee and rely on a buy-and-hold strategy without actively protecting your investments. We believe the best return comes from reinvesting in your business or managing your wealth for your family and legacy. Our proactive approach adjusts to market conditions, offering more flexibility and growth potential.

  • Attorneys

Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.

Our CPAs, Financial Advisors and Attorneys work on your behalf.
We call our approach the Triangle Wealth…

Our Family Office Services

Triangle Wealth.png

Including, but not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

  • Estate Planning

Our mission is to help families maintain financial viability in the present, while taking a proactive approach to achieve future goals.

CONTACT
LOCATION
BUSINESS HOURS

Email: admin@yhhfin.com
Phone: 941-800-2424
Fax: 941-800-2323

YHH Financial
229 Nokomis Ave South

Venice, FL 34285

click for directions

Monday thru Friday

8:30am -  5:00pm

Saturday & Sunday

Closed

© 2024 by Vanessa Engler

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