The Holt Group is a team of skilled and experienced professionals uniquely qualified to create your comprehensive wealth preservation and asset protection plan. The Holt group is also affiliated with professional Certified Public Accountants, tax strategists, broker-dealers, and investment advisory firms. We approach our client's needs by first conducting a team evaluation of the case in order to ensure that the best possible options are presented for consideration by you, and we thoroughly explain the consequences of each choice you may have with respect to any particular component of your plan. The Holt Group specializes in serving high net worth persons such as medical professionals, entrepreneurs and business executives.