Bastion Advisory Services LLC (“Bastion”) is a veteran-owned advisory firm providing (i) fractional executive and operations consulting, (ii) Family Office Lite structuring and implementation support for high-earning families and small family enterprises, and (iii) wholesale mortgage brokerage for investor-focused residential (non-owner occupied), non-QM, DSCR, and select commercial real estate financing solutions through third-party lenders.

Bastion is purpose-built to serve clients who are operationally “successful but structurally scattered”—business owners, real estate investors, and families who need (a) operational control, (b) clarity of financial organization, and (c) reliable access to capital markets without the inefficiency and opacity typical of fragmented professional services.

Bastion’s differentiator is integration: it does not merely advise in isolation. It creates a repeatable operating system across:
* Business operations (execution cadence, KPI discipline, process design, financial management)
* Household / family enterprise structure (entity map, banking architecture, reporting rhythm, family “CFO desk”)
* Capital execution (loan packaging, lender matching, process orchestration, and closing management)

More information is coming soon. Reach out to info@bastionasg.com for more information.
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Individual NMLS #2558489 | Company NMLS #TBD | Securities offered through Pinnacle Capital Securities, LLC, Broker-Dealer, Member, FINRA/SIPC. Advisory Services offered through Pinnacle Capital Advisors, LLC, a Registered Investment Advisor and CFTC registered, NFA member CTA.