We build growth alongside the people we believe in.
We're a small, private team of operators, lenders, and specialists. We work with a limited number of companies, almost always through introductions from people we know and trust, and we give each one our full attention.
We don't advertise, and we don't chase deals. Our work comes to us through associates who know how we operate, and we keep our circle small on purpose so every relationship gets the care it deserves.
For the companies we work with, we become part of the team. Sometimes that means a personal introduction to someone we trust. Sometimes it's private credit, a property venture, or hands-on training that makes AI and decentralized finance practical. And when we truly believe in what someone is building, we invest in it and stay for the long haul.
How we help
What we bring to the table.
Each engagement is shaped around the relationship, and most draw on more than one of us.
01 / CONNECT
Advisory & IntroductionsThe right people, at the right time
For the companies in our circle, we learn what's slowing them down, then make personal introductions to people and solutions we've vetted ourselves.
Honest operational and cost reviews
Trusted vendor and partner introductions
A familiar face for your business associates
Led by Kevin Raynor
02 / ADOPT
Corporate AI & DeFi TrainingCustom programs for your organization
Annette designs private training around your people, systems, and goals, so AI and decentralized finance become practical tools for your team, not buzzwords.
Leadership briefings and team workshops
AI workflow adoption
DeFi and digital-asset fluency
Led by Annette Raynor
03 / FUND
Private Credit & FundingCapital that fits your plan
When conventional lending doesn't fit, Mario sources private credit and designs a funding structure around the deal. We also know the hard-to-borrow and pre-borrow markets inside and out.
Private credit sourcing
Funding structures built around you
Hard-to-borrow and pre-borrow markets
Led by Mario Romano
04 / DEVELOP
Real Estate Development & InvestmentResidences and properties we're proud of
We develop residential properties along the Jersey Shore, such as 3 Island View Way in Sea Bright, and we acquire residences at the early stage of promising new developments.
Residential development
Early-stage residence acquisitions
Private sales and property management
Led by Anthony Romano
05 / INVEST
Equity & Growth PartnershipsWe invest in people, not just companies
When we believe in a founder, we put our own money and time behind them. We take equity in select companies and give hands-on growth support to others, aligning our success with theirs.
Direct equity positions
Day-to-day operating support
The whole team, together
06 / B2B SERVICES
24-Hour & Online Notary ServicesNotary support for firms and business clients
Annette supports businesses, firms, and attorneys with 24-hour notary services and remote online notarization, so important documents can be handled on your schedule.
24-hour notary services
Remote online notarization (RON)
Led by Annette Raynor NJ Commission: 0002333088
Working together
How our relationships begin.
STEP 01
Introduction
Most relationships start with an introduction from someone we know and trust.
STEP 02
Conversation
We meet privately to understand the opportunity and whether we're the right fit for each other.
STEP 03
Commitment
We take on only what we can give our full attention, and we'll tell you honestly if we can't.
STEP 04
Partnership
Once we're in, we're in: hands-on, close at hand, and aligned with the results we help create.
Our companies
Businesses we're proud to stand behind.
These are the companies we want the world to know about, and each one welcomes new clients.
Equity position
iParty Signature Events LLC
Signature events and experiential hospitality, designed and produced with care from the first idea to the last guest. Wealth Engineering is an owner, working hand in hand with the team on operations and growth.
Mario Romano serves as Chief Financial Officer and Annette Raynor as Chief Operating Officer.
Growth partner
Fortress Insurance & Benefits Group
An independent, multi-line insurance and benefits advisory practice. Fortress Insurance & Benefits Group coordinates personal, commercial, life, and employee benefits coverage for families and businesses, with Wealth Engineering supporting its growth.
Led by Anthony Romano, we develop residential properties along the Jersey Shore and invest early in new developments we believe in, always with an eye on lasting value for the people who will call them home.
Development3 Island View WaySea Bright, NJ
Early-stage acquisition1100 Fifth Avenue, Residence 104Neptune City, NJ · Available for private inquiry
One residence available1100 Fifth Avenue · Neptune City, NJ
Residence 104, ready for a private buyer.
We secured this residence at 1100 Fifth Avenue as an early-stage purchaser, and we're welcoming private inquiries before it goes to a formal sale listing. It's a bright, single-level home with an open plan, less than a mile from the beach and a block from the train.
2Bedrooms
2Full bathrooms
1,133Square feet
F-1Floor plan
Price Available upon request
Open kitchen with a large island, quartz counters, and stainless appliances
Primary suite with walk-in shower and double vanity
Private laundry room and generous closets
10-foot ceilings and Andersen thermal-pane windows
Assigned parking behind a gated entry, with EV charging
Roof deck, fitness studio, resident lounge, and beach storage
Pre-listing inquiries are handled privately. Features and availability are subject to change.
Meet the team
The people behind the work.
Mario Romano
Private Credit & Funding Structures
Mario is the person to call when the funding has to be creative. He lives in private credit, funding structures, and the hard-to-borrow and pre-borrow markets. Mario also excels at connecting companies with a need to the best supplier, and he serves as CFO of iParty Signature Events.
Annette creates custom corporate training that helps teams put AI and DeFi to work with confidence. She's also the sole principal of Fortress Insurance & Benefits Group, COO of iParty Signature Events, and our commissioned notary for business clients.
Kevin is often the first voice our associates hear from us. He represents our services to business associates and looks after every relationship that comes through them.
Anthony Romano
Real Estate Services
Anthony leads our real estate work, from spotting the right opportunity to caring for a property long after the ribbon is cut.
We serve law firms, title and lending teams, and corporate legal departments that need dependable notarization on their schedule. Count on careful handling, clear journals, and quick turnaround, in person at your office or remotely through New Jersey Remote Online Notarization (RON). This is a business-to-business service; we partner with firms rather than individual walk-in clients.
Law firms & attorneysCorporate legal teamsTitle, lending & closingsVolume & recurring signingsNJ RON
Every program is built for the organization in the room. Annette works with leadership and staff to make AI and decentralized finance clear, practical, and safe to adopt, from a first briefing to a full rollout.
Executive briefingsTeam workshopsAI workflow adoptionDeFi & digital assets
We work with a small number of companies, most of them referred by associates we know well. If someone suggested you reach out, please tell us who. We also welcome inquiries about iParty Signature Events, Fortress Insurance & Benefits Group, corporate AI and DeFi training, and firm notary services, plus private buyers interested in Residence 104 at 1100 Fifth Avenue in Neptune City. Every note is read personally, and every inquiry receives a prompt reply.